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 | $47,900 |
HOWARD SIMON & ASSOCIATES, INC.1+ years Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $39,419 |
WAY, RAY, SHELTON & CO., P.C.1+ years Service code 49 216 MCFARLAND CIRCLE N · TUSCALOOSA, AL 35406 | Other Services | $9,500 |
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 | $49,283 | $55,182-10.7% | $73,307-32.8% | $55,191-10.7% |
| Participation rate | 81.9% | 73.9%+7.9pp | 74.9%+7.0pp | 69.2%+12.7pp |
| Annual return | 1.95% | 8.55%-6.6pp | 5.67%-3.7pp | 10.78%-8.8pp |
| Employer contribution / active EE | $428 | $1,935-77.9% | $3,237-86.8% | $1,899-77.5% |
| Participant deferral / active EE | $2,250 | $4,641-51.5% | $4,991-54.9% | $3,046-26.1% |
| Admin fee / account holder | $204 | $68+197.6% | $5,637-96.4% | $91+124.5% |