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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $58,983 |
Filed as: IFP ADVISORS, INC. Service code 26 3030 N ROCKY POINT DR STE 700 · TAMPA, FL 33607 | Advisory (Participants) | $25,204 |
NEWPORT GROUP, INC.1 year Service code 15 5700 WESTOWN PARKWAY · WEST DES MOINES, IA 502668214 | Recordkeeping | $16,490 |
NEWPORT GROUP, INC.5+ years Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 15 5700 WESTOWN PARKWAY SUITE 100 · WEST DES MOINES, IA 50266 | Recordkeeping | $12,806 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL, LLC Service code 26 ATTN COMMISSIONS DEPT. · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $138,893 | $65,376+112.5% | $87,100+59.5% | $65,185+113.1% |
| Participation rate | 92.6% | 75.3%+17.3pp | 76.9%+15.7pp | 70.2%+22.4pp |
| Annual return | 24.50% | 31.27%-6.8pp | 28.19%-3.7pp | 29.38%-4.9pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,139 | $3,388-36.9% | $4,049-47.2% | $3,514-39.1% |
| Admin fee / account holder | $206 | $520-60.3% | $7,497-97.2% | $847-75.7% |