See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 ATTN ADVISORY FEES/COMPENSATION · WALTHAM, MA 024533483 | Advisory (Participants) | $58,207 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $49,755 |
WIPFLI LLP4+ years Service code 15 ATTN MARCI BOYARSKI · EAU CLAIRE, WI 547020690 | Recordkeeping | $43,179 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,929 | $88,122-67.2% | $141,162-79.5% | $67,579-57.2% |
| Participation rate | 83.7% | 76.5%+7.2pp | 82.5%+1.2pp | 71.3%+12.4pp |
| Annual return | 5.43% | 75.40%-70.0pp | 71.39%-66.0pp | 378.56%-373.1pp |
| Employer contribution / active EE | $1,268 | $3,224-60.7% | $4,735-73.2% | $2,148-41.0% |
| Participant deferral / active EE | $2,747 | $5,958-53.9% | $6,709-59.1% | $3,539-22.4% |
| Admin fee / account holder | $117 | $131-10.5% | $10,261-98.9% | $142-17.7% |