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 4-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 Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $87,906 |
ALLMERITS ASSET, LLC4+ years Service code 28 · EIN 85-0737245 4801 WILSHIRE BLVD STE 101 · LOS ANGELES, CA 90010 | Investment Management | $86,111 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMB, OH 43215 | Advisory (Participants) | $52,711 |
NATIONWIDE4+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $15,394 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $14,354 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $1,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,011 | $56,102-25.1% | $101,794-58.7% | $102,872-59.2% |
| Participation rate | 20.7% | 70.4%-49.6pp | 69.2%-48.5pp | 73.0%-52.3pp |
| Annual return | 16.02% | 14.06%+2.0pp | 30.53%-14.5pp | 19.06%-3.0pp |
| Employer contribution / active EE | $962 | $1,380-30.3% | $2,289-58.0% | $3,526-72.7% |
| Participant deferral / active EE | $1,824 | $2,801-34.9% | $4,084-55.3% | $5,535-67.0% |
| Admin fee / account holder | $236 | $262-10.0% | $8,777-97.3% | $292-19.3% |