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 | $12,441 |
AVINTUS1 year Filed as: AVINTUS, LLC Service code 15 · EIN 40-3682160 | Recordkeeping | $850 |
Filed as: RAYMOND JAMES Service code 17 PO BOX 14527 · ST. PETERSBURG, FL 337334527 | Pension Consulting | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,173 | $85,202-78.7% | $172,739-89.5% | $72,985-75.1% |
| Participation rate | 90.0% | 70.1%+19.9pp | 82.6%+7.4pp | 69.5%+20.5pp |
| Annual return | 18.56% | 27.32%-8.8pp | 802.84%-784.3pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,186 | $3,324-64.3% | $5,143-76.9% | $2,440-51.4% |
| Participant deferral / active EE | $1,093 | $3,260-66.5% | $5,198-79.0% | $3,607-69.7% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |