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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWDIE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $80,805 |
PFS INVESTMENTS2+ years Filed as: PFS Service code 13 3700 CRESTWOOD PARKWAY SUITE 550 · DULUTH, GA 300967157 | Contract Administrator | $14,329 |
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 | $23,823 | $39,859-40.2% | $78,689-69.7% | $57,658-58.7% |
| Participation rate | 84.6% | 66.1%+18.6pp | 73.6%+11.1pp | 70.2%+14.4pp |
| Annual return | 16.36% | 18.96%-2.6pp | 62.18%-45.8pp | 5.13%+11.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $7,422 | $2,248+230.1% | $3,517+111.0% | $3,061+142.5% |
| Admin fee / account holder | $19 | $76-75.6% | $4,510-99.6% | $95-80.4% |