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 | $15,558 |
Service code 26 2630 EASTSIDE BLVD · BEATRICE, NE 68310 | Advisory (Participants) | $10,388 |
NEWPORT GROUP, INC.1 year Service code 15 1075 JORDAN CREEK PARKWAY · WEST DES MOINES, IA 50266 | Recordkeeping | $9,372 |
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 | $56,941 | $72,277-21.2% | $101,248-43.8% | $79,858-28.7% |
| Participation rate | 85.1% | 68.5%+16.6pp | 75.8%+9.2pp | 69.6%+15.4pp |
| Annual return | 18.04% | 22.30%-4.3pp | 46.47%-28.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,357 | $2,692-12.4% | $3,660-35.6% | $2,471-4.6% |
| Participant deferral / active EE | $7,027 | $3,282+114.1% | $4,370+60.8% | $3,740+87.9% |
| Admin fee / account holder | $227 | $4,400-94.8% | $5,945-96.2% | $5,306-95.7% |