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 | $48,283 |
NEWPORT GROUP, INC.1 year Service code 15 1075 JORDAN CREEK PARKWAY · WEST DES MOINES, IA 50266 | Recordkeeping | $12,711 |
Service code 17 3030 N ROCKY POINT DRIVE · TAMPA, FL 33607 | Pension Consulting | $6,421 |
SECURITIES AMERICA INC5+ years Filed as: SECURITIES AMERICA, INC. Service code 26 12325 PORT GRACE BLVD · LA VISTA, NE 681280001 | Advisory (Participants) | $0 |
Annual investment return 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 | $24,147 | $52,293-53.8% | $178,490-86.5% | $73,409-67.1% |
| Participation rate | 96.6% | 65.3%+31.3pp | 81.9%+14.7pp | 72.2%+24.4pp |
| Annual return | 4.99% | 34.75%-29.8pp | 151.07%-146.1pp | 59.29%-54.3pp |
| Employer contribution / active EE | $1,286 | $1,735-25.9% | $5,011-74.3% | $2,234-42.4% |
| Participant deferral / active EE | $3,005 | $2,332+28.8% | $5,202-42.2% | $3,805-21.0% |
| Admin fee / account holder | $47 | $127-62.8% | $13,984-99.7% | $158-70.0% |