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 | $19,325 |
Filed as: BENEFIT PLANS, INC. Service code 12 16924 FRANCES STREET, STE 100 · OMAHA, NE 68130 | Participant communication; Claims pro... | $2,331 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 26 NC1409 · CHARLOTTE, NC 28288 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,713 | $55,453-71.7% | $170,442-90.8% | $62,292-74.8% |
| Participation rate | 35.6% | 66.4%-30.8pp | 83.6%-48.0pp | 69.5%-33.9pp |
| Annual return | 13.75% | 21.38%-7.6pp | 205.93%-192.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $326 | $2,164-84.9% | $5,433-94.0% | $2,042-84.0% |
| Participant deferral / active EE | $770 | $2,303-66.6% | $4,939-84.4% | $3,169-75.7% |
| Admin fee / account holder | $206 | $455-54.7% | $13,880-98.5% | $479-57.0% |