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 | $47,506 |
MSL, P.A.1 year Filed as: MSL CPA S AND ADVISORS Service code 10 255 S ORANGE AVENUE · ORLANDO, FL 32801 | Accounting | $16,400 |
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 | $17,388 | $39,948-56.5% | $89,391-80.5% | $73,409-76.3% |
| Participation rate | 100.0% | 50.4%+49.6pp | 68.0%+32.0pp | 72.2%+27.8pp |
| Annual return | 11.15% | 50.12%-39.0pp | 245.62%-234.5pp | 59.29%-48.1pp |
| Employer contribution / active EE | $2,193 | $1,200+82.8% | $2,586-15.2% | $2,234-1.8% |
| Participant deferral / active EE | $1,299 | $2,193-40.7% | $3,890-66.6% | $3,805-65.9% |
| Admin fee / account holder | $60 | $134-55.3% | $4,881-98.8% | $158-62.0% |