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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,745 |
CBIZ RETIREMENT PLAN SERVICES1+ years Service code 14 13680 CLEVELAND AVE NW · UNIONTOWN, OH 44685 | Plan Administrator | $11,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $39,245-100.0% | $64,105-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 58.2%-58.2pp | 68.2%-68.2pp | 68.1%-68.1pp |
| Annual return | -1.29% | 14.79%-16.1pp | 791.24%-792.5pp | 4.54%-5.8pp |
| Employer contribution / active EE | $187 | $736-74.5% | $1,820-89.7% | $1,882-90.0% |
| Participant deferral / active EE | $1,749 | $1,992-12.2% | $2,822-38.0% | $3,022-42.1% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |