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 | $26,282 |
WIPFLI LLP3+ years Service code 15 3703 OAKWOOD HILLS PARKWAY · EAU CLAIRE, WI 547017756 | Recordkeeping | $9,939 |
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 | $42,309 | $58,726-28.0% | $92,233-54.1% | $62,292-32.1% |
| Participation rate | 99.5% | 68.3%+31.1pp | 76.5%+23.0pp | 69.5%+29.9pp |
| Annual return | 15.14% | 43.62%-28.5pp | 176.28%-161.1pp | 28.90%-13.8pp |
| Employer contribution / active EE | $708 | $2,392-70.4% | $3,679-80.8% | $2,042-65.3% |
| Participant deferral / active EE | $2,371 | $2,766-14.3% | $3,897-39.2% | $3,169-25.2% |
| Admin fee / account holder | $54 | $556-90.3% | $5,194-99.0% | $479-88.7% |