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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,445 |
WEALTHPLAN PARTNERS INC1 year Filed as: WEALTHPLAN PARTNERS, LLC Service code 27 101 S 108TH AVE, 2ND FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $26,496 |
Filed as: BENEFIT PLANS, INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $15,813 |
WEALTHPLAN PARTNERS INC2 years Filed as: WEALTHPLAN PARTNERS, INC. Service code 27 101 S 108TH AVE, 2ND FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $7,249 |
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 | $41,288 | $52,293-21.0% | $178,490-76.9% | $73,409-43.8% |
| Participation rate | 77.7% | 65.3%+12.4pp | 81.9%-4.2pp | 72.2%+5.5pp |
| Annual return | 15.99% | 34.75%-18.8pp | 151.07%-135.1pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,929 | $1,735+11.1% | $5,011-61.5% | $2,234-13.6% |
| Participant deferral / active EE | $3,699 | $2,332+58.6% | $5,202-28.9% | $3,805-2.8% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |