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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,942 |
Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 26 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,157 | $54,541-6.2% | $78,778-35.1% | $70,131-27.1% |
| Participation rate | 43.3% | 60.8%-17.5pp | 69.2%-25.9pp | 69.5%-26.2pp |
| Annual return | 14.35% | 21.07%-6.7pp | 35.62%-21.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $760 | $1,089-30.2% | $1,986-61.7% | $2,342-67.6% |
| Participant deferral / active EE | $3,799 | $2,210+71.9% | $2,958+28.4% | $3,332+14.0% |
| Admin fee / account holder | $42 | $3,709-98.9% | $5,134-99.2% | $4,645-99.1% |