See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $53,048 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 13 | Contract Administrator | $20,443 |
Filed as: ALLIANT INSURANCE SERVICES,INC. Service code 64 · EIN 33-0785439 101 PARK AVENUE · NEW YORK, NY 10178 | Recordkeeping Fees | $18,359 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RETIREM · NEW YORK, NY 10178 | Contract Administrator | $4,762 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 99 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Other Fees | $157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,760 | $47,126-66.6% | $149,673-89.5% | $74,419-78.8% |
| Participation rate | 29.2% | 63.4%-34.2pp | 78.8%-49.6pp | 70.7%-41.5pp |
| Annual return | 17.27% | 22.75%-5.5pp | 134.42%-117.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $535 | $1,905-71.9% | $4,818-88.9% | $2,637-79.7% |
| Participant deferral / active EE | $862 | $2,728-68.4% | $5,680-84.8% | $4,528-81.0% |
| Admin fee / account holder | $127 | $343-62.9% | $13,210-99.0% | $348-63.4% |