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 |
|---|---|---|
NATIONWIDE7+ years Service code 51 · EIN 31-4156830 | Investment Mgmt Fees | $38,710 |
Service code 10 · EIN 52-0783935 | Accounting | $5,100 |
SECURITIES AMERICA INC7+ years Filed as: M&T SECURITIES Service code 26 · EIN 16-1263079 | Advisory (Participants) | $0 |
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 | $64,418 | $56,485+14.0% | $185,823-65.3% | $86,799-25.8% |
| Participation rate | 71.4% | 65.5%+5.9pp | 81.7%-10.3pp | 72.3%-0.9pp |
| Annual return | 17.04% | 118.04%-101.0pp | 122.05%-105.0pp | 97.91%-80.9pp |
| Employer contribution / active EE | $1,807 | $1,843-1.9% | $5,167-65.0% | $2,405-24.9% |
| Participant deferral / active EE | $2,105 | $2,553-17.6% | $5,568-62.2% | $4,131-49.0% |
| Admin fee / account holder | $17 | $150-88.7% | $16,237-99.9% | $170-90.0% |