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 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $20,730 |
THE PENSION DESIGN GROUP1+ years Service code 14 760 LAKEVIEW PLAZA BLVD · WORTHINGTON, OH 430856720 | Plan Administrator | $7,279 |
THE PENSION DESIGN GROUP1+ years Filed as: PENSION DESIGN GROUP Service code 14 | Plan Administrator | $2,817 |
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 | $26,068 | $45,283-42.4% | $155,790-83.3% | $52,331-50.2% |
| Participation rate | 39.3% | 62.2%-22.9pp | 76.1%-36.8pp | 68.1%-28.8pp |
| Annual return | -1.89% | 1.80%-3.7pp | 71.54%-73.4pp | 4.54%-6.4pp |
| Employer contribution / active EE | $249 | $1,329-81.3% | $3,836-93.5% | $1,882-86.8% |
| Participant deferral / active EE | $1,540 | $2,854-46.0% | $4,797-67.9% | $3,022-49.0% |
| Admin fee / account holder | $0 | $981-100.0% | $7,478-100.0% | $592-100.0% |