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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,770 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET · OMAHA, NE 681302357 | Contract Administrator | $2,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,993 | $42,548-24.8% | $74,550-57.1% | $56,287-43.2% |
| Participation rate | 66.1% | 60.5%+5.7pp | 69.1%-3.0pp | 69.9%-3.7pp |
| Annual return | -7.85% | 12.40%-20.3pp | 32.53%-40.4pp | -9.96%+2.1pp |
| Employer contribution / active EE | $627 | $855-26.7% | $1,961-68.0% | $2,111-70.3% |
| Participant deferral / active EE | $1,851 | $2,277-18.7% | $3,108-40.5% | $3,350-44.8% |
| Admin fee / account holder | $0 | $467-100.0% | $5,060-100.0% | $521-100.0% |