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 | $53,482 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $1,743 |
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 | $70,773 | $89,739-21.1% | $149,718-52.7% | $62,292+13.6% |
| Participation rate | 79.3% | 85.1%-5.8pp | 87.1%-7.8pp | 69.5%+9.8pp |
| Annual return | 13.09% | 21.01%-7.9pp | 1501.63%-1488.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $1,204 | $3,233-62.8% | $5,445-77.9% | $2,042-41.0% |
| Participant deferral / active EE | $3,218 | $4,797-32.9% | $6,569-51.0% | $3,169+1.6% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |