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 |
|---|---|---|
BILLINGS AND COMPANY, INC.2+ years Filed as: BILLINGS & COMPANY Service code 13 2020 INDIAN HILLS DRIVE STE 100 · SIOUX CITY, IA 511041609 | Contract Administrator | $12,712 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,751 |
Filed as: AMERIPRISE Service code 28 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, ME 55474 | Investment Management | $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 | $33,658 | $56,629-40.6% | $77,999-56.8% | $55,167-39.0% |
| Participation rate | 77.2% | 73.3%+3.9pp | 75.5%+1.7pp | 69.0%+8.2pp |
| Annual return | 6.50% | 2866.98%-2860.5pp | 425.96%-419.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $192 | $1,723-88.9% | $2,470-92.2% | $1,963-90.2% |
| Participant deferral / active EE | $2,117 | $2,777-23.8% | $3,497-39.5% | $3,054-30.7% |
| Admin fee / account holder | $55 | $467-88.3% | $5,480-99.0% | $504-89.2% |