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 Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 15 · EIN 31-4156830 | Recordkeeping | $76,563 |
JOHN R WATERS & COMPANY1+ years Service code 10 225W WASHINGTON ST, STE 1120 · CHICAGO, IL 60606 | Accounting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,664 | $33,745-18.0% | $64,105-56.8% | $55,191-49.9% |
| Participation rate | 29.5% | 59.4%-29.9pp | 68.2%-38.7pp | 69.2%-39.7pp |
| Annual return | 8.76% | 4.95%+3.8pp | 791.24%-782.5pp | 10.78%-2.0pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,416 | $1,929-26.6% | $2,822-49.8% | $3,046-53.5% |
| Admin fee / account holder | $68 | $94-27.9% | $4,499-98.5% | $91-25.1% |