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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,806 |
WOODBURY FINANCIAL SERVICES7+ years Service code 27 7755 3RD STREET NORTH · OAK DALE, MN 55128 | Advisory (Plan) | $6,811 |
Service code 13 · EIN 62-1757444 | Contract Administrator | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,627 | $56,485-56.4% | $185,823-86.7% | $86,799-71.6% |
| Participation rate | 20.7% | 65.5%-44.8pp | 81.7%-61.0pp | 72.3%-51.6pp |
| Annual return | 13.02% | 118.04%-105.0pp | 122.05%-109.0pp | 97.91%-84.9pp |
| Employer contribution / active EE | $524 | $1,843-71.6% | $5,167-89.9% | $2,405-78.2% |
| Participant deferral / active EE | $347 | $2,553-86.4% | $5,568-93.8% | $4,131-91.6% |
| Admin fee / account holder | $219 | $150+46.7% | $16,237-98.6% | $170+29.4% |