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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,943 |
HERBEIN & COMPANY, INC.3+ years Filed as: HERBEIN & COMPANY Service code 10 · EIN 23-2415973 ONE NORTH SHORE CENTER · PITTSBURGH, PA 15212 | Accounting | $15,500 |
DUNBAR, BENDER & ZAPF, INC.3+ years Service code 15 · EIN 25-1650062 SUITE 1100 · PITTSBURGH, PA 15219 | Recordkeeping | $2,150 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL, LLC Service code 99 PO BOX 509026 · SAN DIEGO, CA 921503091 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $16,605 | $52,836-68.6% | $105,738-84.3% | $64,186-74.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | 8.24% | 14.30%-6.1pp | 6.27%+2.0pp | 7.63%+0.6pp |
| Employer contribution / active EE | $2,439 | $1,827+33.5% | $3,268-25.4% | $2,381+2.4% |
| Participant deferral / active EE | $425 | $2,545-83.3% | $4,080-89.6% | $3,470-87.8% |
| Admin fee / account holder | $249 | $3,959-93.7% | $6,913-96.4% | $4,888-94.9% |