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 | $101,499+39.7% | $147,005-3.5% | $74,546+90.2% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.2%+10.7pp | 67.2%+25.7pp |
| Annual return | 14.86% | 8732.34%-8717.5pp | 418.76%-403.9pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $2,060 | $3,811-45.9% | $4,934-58.3% | $2,624-21.5% |
| Participant deferral / active EE | $6,083 | $7,304-16.7% | $8,070-24.6% | $4,347+39.9% |
| Admin fee / account holder | $219 | $1,748-87.5% | $13,006-98.3% | $1,944-88.7% |