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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,491 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET · OMAHA, NE 681302357 | Contract Administrator | $3,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,584 | $49,451+14.4% | $79,550-28.9% | $66,914-15.4% |
| Participation rate | 57.1% | 61.3%-4.2pp | 69.5%-12.3pp | 69.8%-12.7pp |
| Annual return | -17.11% | 84.25%-101.4pp | 0.16%-17.3pp | 1.58%-18.7pp |
| Employer contribution / active EE | $830 | $1,266-34.4% | $2,413-65.6% | $2,544-67.4% |
| Participant deferral / active EE | $2,408 | $3,159-23.8% | $3,985-39.6% | $4,237-43.2% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |