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 · EIN 31-4156830 | Recordkeeping | $88,924 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE VALLEY INC Service code 49 | Other Services | $10,008 |
DELAWARE VALLEY RETIREMENT, INC.2+ years Filed as: DELAWARE VALLEY RETIREMENT INC Service code 15 · EIN 20-2055473 | Recordkeeping | $5,543 |
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 | $92,425 | $58,726+57.4% | $92,233+0.2% | $62,292+48.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.24% | 43.62%-30.4pp | 176.28%-163.0pp | 28.90%-15.7pp |
| Employer contribution / active EE | $5,174 | $2,392+116.3% | $3,679+40.6% | $2,042+153.3% |
| Participant deferral / active EE | $3,663 | $2,766+32.5% | $3,897-6.0% | $3,169+15.6% |
| Admin fee / account holder | $20 | $556-96.4% | $5,194-99.6% | $479-95.8% |