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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,634 |
BILLINGS AND COMPANY, INC.2 years Service code 13 2020 INDIAN HILLS DRIVE · SIOUX CITY, IA 51104 | Contract Administrator | $5,931 |
UBS FINANCIAL SERVICES INC2 years Service code 26 1000 HARBOR BLVD 8TH FLOOR · WEEHAUKEN, NJ 07087 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,257 | $45,324-48.7% | $122,332-81.0% | $69,631-66.6% |
| Participation rate | 22.2% | 59.9%-37.7pp | 71.6%-49.4pp | 70.7%-48.5pp |
| Annual return | 13.22% | 25.35%-12.1pp | 30.27%-17.1pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $0 | $1,230-100.0% | $4,050-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $456 | $2,367-80.7% | $3,287-86.1% | $3,224-85.9% |
| Admin fee / account holder | $358 | $87+311.5% | $5,478-93.5% | $110+224.2% |