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 Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $143,053 |
NATIONWIDE1 year Filed as: NATIONWIDE TRUST COMPANY, FSB Service code 15 10 W NATIONWIDE BLVD 5-02-104G · COLUMBUS, OH 432152751 | Recordkeeping | $58,476 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 26 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 21231 | Advisory (Participants) | $22,368 |
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 | $61,831 | $35,485+74.2% | $74,550-17.1% | $55,725+11.0% |
| Participation rate | 86.3% | 62.5%+23.7pp | 69.1%+17.1pp | 70.9%+15.4pp |
| Annual return | -5.75% | 0.72%-6.5pp | 32.53%-38.3pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,344 | $777+72.9% | $1,961-31.5% | $2,078-35.3% |
| Participant deferral / active EE | $4,792 | $2,181+119.7% | $3,108+54.2% | $3,356+42.8% |
| Admin fee / account holder | $265 | $114+132.2% | $5,060-94.8% | $115+130.5% |