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 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $78,388 |
M HOLDINGS SECURITIES INC2+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 15 | Recordkeeping | $37,852 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 15 · EIN 31-1582098 13680 CLEVELAND AVENUE NW · UNIONTOWN, OH 44685 | Recordkeeping | $11,934 |
M HOLDINGS SECURITIES INC1+ years Service code 99 1125 W COUCH STREET #900 · PORTLAND, OR 97209 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,930 | $43,423+93.3% | $78,689+6.7% | $55,167+52.1% |
| Participation rate | 47.9% | 68.0%-20.1pp | 73.6%-25.6pp | 69.0%-21.1pp |
| Annual return | 8.43% | 11.53%-3.1pp | 62.18%-53.7pp | 169.23%-160.8pp |
| Employer contribution / active EE | $806 | $1,997-59.6% | $2,851-71.7% | $1,963-58.9% |
| Participant deferral / active EE | $2,845 | $2,509+13.4% | $3,517-19.1% | $3,054-6.9% |
| Admin fee / account holder | $21 | $416-95.1% | $4,510-99.5% | $504-95.9% |