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 |
|---|---|---|
NATIONWIDE6 years Service code 15 · EIN 31-4156830 | Recordkeeping | $25,767 |
Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 | Advisory (Participants) | $11,452 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,808 | $101,317+40.0% | $146,958-3.5% | $74,495+90.4% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.2%+10.8pp | 67.2%+25.7pp |
| Annual return | 14.86% | 8730.91%-8716.1pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,060 | $3,810-45.9% | $4,933-58.2% | $2,623-21.5% |
| Participant deferral / active EE | $6,083 | $7,303-16.7% | $8,070-24.6% | $4,346+40.0% |
| Admin fee / account holder | $219 | $1,739-87.4% | $12,998-98.3% | $1,942-88.7% |