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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $189,632 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 | Other Services | $22,067 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Other Services | $13,808 |
Participant contribution per participant 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 | $57,367 | $176,491-67.5% | $95,952-40.2% | $90,288-36.5% |
| Participation rate | 70.4% | 86.6%-16.2pp | 77.1%-6.7pp | 73.4%-3.0pp |
| Annual return | 13.52% | 20.14%-6.6pp | 91.61%-78.1pp | 53.97%-40.5pp |
| Employer contribution / active EE | $978 | $2,789-64.9% | $2,541-61.5% | $2,524-61.3% |
| Participant deferral / active EE | $2,603 | $5,340-51.3% | $4,167-37.5% | $4,232-38.5% |
| Admin fee / account holder | $239 | $154+55.4% | $6,795-96.5% | $114+109.9% |