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 |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 31-4156830 | Advisory (Participants) | $22,321 |
TAX SHELTERED COMPENSATION, INC.2+ years Service code 15 · EIN 41-0955056 | Recordkeeping | $4,901 |
TANDEM SECURITIES, INC.1+ years Service code 26 | Advisory (Participants) | $0 |
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 | $51,220 | $43,423+18.0% | $78,689-34.9% | $55,167-7.2% |
| Participation rate | 60.7% | 68.0%-7.4pp | 73.6%-12.9pp | 69.0%-8.3pp |
| Annual return | 3.90% | 11.53%-7.6pp | 62.18%-58.3pp | 169.23%-165.3pp |
| Employer contribution / active EE | $882 | $1,997-55.8% | $2,851-69.1% | $1,963-55.1% |
| Participant deferral / active EE | $2,154 | $2,509-14.1% | $3,517-38.7% | $3,054-29.5% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |