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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,684 |
WIPFLI LLP4+ years Service code 15 PO BOX 690 · EAU CLAIRE, WI 547020690 | Recordkeeping | $10,713 |
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 | $39,389 | $55,449-29.0% | $83,848-53.0% | $56,287-30.0% |
| Participation rate | 99.5% | 68.0%+31.5pp | 76.1%+23.3pp | 69.9%+29.6pp |
| Annual return | -4.02% | -1.38%-2.6pp | 850.88%-854.9pp | -9.96%+5.9pp |
| Employer contribution / active EE | $688 | $2,430-71.7% | $3,631-81.0% | $2,111-67.4% |
| Participant deferral / active EE | $2,235 | $2,935-23.8% | $4,082-45.2% | $3,350-33.3% |
| Admin fee / account holder | $55 | $656-91.7% | $5,478-99.0% | $521-89.5% |