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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,433 |
TRINITY PENSION CONSULTANTS4 years Service code 17 · EIN 20-4548831 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Pension Consulting | $1,083 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
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 | $29,139 | $43,133-32.4% | $89,391-67.4% | $73,488-60.3% |
| Participation rate | 24.4% | 55.0%-30.6pp | 68.0%-43.6pp | 70.7%-46.3pp |
| Annual return | 17.55% | 135.66%-118.1pp | 245.62%-228.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,336 | $2,445-45.3% | $3,890-65.6% | $3,740-64.3% |
| Admin fee / account holder | $0 | $444-100.0% | $4,881-100.0% | $513-100.0% |