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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,421 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 41 SOUTH HIGH STREET · COLUMBUS, OH 43215 | Securities Custodian | $15,000 |
PENTEGRA SERVICES, INC.2+ years Filed as: APS-PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping | $8,657 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,935 | $51,244+36.5% | $80,975-13.6% | $55,167+26.8% |
| Participation rate | 73.9% | 71.7%+2.2pp | 75.8%-2.0pp | 69.0%+4.9pp |
| Annual return | 10.27% | 17.39%-7.1pp | 17.10%-6.8pp | 169.23%-159.0pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,227 | $4,418-27.0% | $5,696-43.3% | $3,054+5.7% |
| Admin fee / account holder | $285 | $398-28.3% | $5,516-94.8% | $504-43.4% |