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 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,901 |
Filed as: ROYAL ALLIANCE ASSOC. INC Service code 71 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Brokerage Fees | $8,707 |
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 | $35,407 | $58,879-39.9% | $178,490-80.2% | $73,488-51.8% |
| Participation rate | 63.1% | 66.2%-3.1pp | 81.9%-18.8pp | 70.7%-7.6pp |
| Annual return | 15.81% | 24.86%-9.1pp | 151.07%-135.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $768 | $2,236-65.7% | $5,011-84.7% | $2,270-66.2% |
| Participant deferral / active EE | $2,213 | $2,567-13.8% | $5,202-57.5% | $3,740-40.8% |
| Admin fee / account holder | $255 | $400-36.4% | $13,984-98.2% | $513-50.4% |