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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $69,366 |
DELAWARE VALLEY RETIREMENT, INC.1+ years Filed as: DELAWARE VALLEY RETIREMENT INC Service code 37 · EIN 20-2055473 | Loan Processing | $11,064 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE VALLEY INC Service code 49 | Other Services | $4,676 |
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 | $78,108 | $52,884+47.7% | $84,750-7.8% | $55,167+41.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 84.57% | 18.03%+66.5pp | 22.78%+61.8pp | 169.23%-84.7pp |
| Employer contribution / active EE | $4,666 | $2,233+108.9% | $3,574+30.6% | $1,963+137.8% |
| Participant deferral / active EE | $3,327 | $2,644+25.8% | $3,712-10.4% | $3,054+8.9% |
| Admin fee / account holder | $38 | $581-93.4% | $5,332-99.3% | $504-92.4% |