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 9-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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,215 |
TRINITY PENSION CONSULTANTS3+ years Service code 14 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Plan Administrator | $11,638 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES Service code 99 PO BOX 14527 · ST PETERSBURG, FL 33733 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,626 | $46,173-46.7% | $170,442-85.6% | $69,631-64.6% |
| Participation rate | 35.4% | 63.9%-28.5pp | 83.6%-48.2pp | 70.7%-35.3pp |
| Annual return | 15.44% | 21.62%-6.2pp | 205.93%-190.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $213 | $1,610-86.8% | $5,433-96.1% | $2,032-89.5% |
| Participant deferral / active EE | $783 | $2,080-62.4% | $4,939-84.1% | $3,224-75.7% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |