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 | $54,268 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET - STE 100 · OMAHA, NE 68130 | Contract Administrator | $11,564 |
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 | $63,362 | $64,909-2.4% | $82,313-23.0% | $62,292+1.7% |
| Participation rate | 94.0% | 74.9%+19.1pp | 76.9%+17.1pp | 69.5%+24.5pp |
| Annual return | 18.80% | 21.18%-2.4pp | 25.88%-7.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $526 | $1,676-68.6% | $2,428-78.3% | $2,042-74.2% |
| Participant deferral / active EE | $3,164 | $3,103+2.0% | $3,706-14.6% | $3,169-0.2% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |