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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,556 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Service code 27 P.O. BOX 14527 · ST. PETERSBURG, FL 337334527 | Advisory (Plan) | $8,679 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $33,032 | $91,190-63.8% | $178,490-81.5% | $79,858-58.6% |
| Participation rate | 68.9% | 69.2%-0.3pp | 81.9%-13.0pp | 69.6%-0.7pp |
| Annual return | 2.22% | 24.19%-22.0pp | 151.07%-148.9pp | 31.71%-29.5pp |
| Employer contribution / active EE | $1,085 | $3,256-66.7% | $5,011-78.4% | $2,471-56.1% |
| Participant deferral / active EE | $1,957 | $3,236-39.5% | $5,202-62.4% | $3,740-47.7% |
| Admin fee / account holder | $29 | $6,751-99.6% | $13,984-99.8% | $5,306-99.5% |