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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43214 | Recordkeeping | $15,784 |
DAVID ROMANO1 year Filed as: DAVID L HAYES Service code 22 221 LAPALA DRIVE · BIRMINGHAM, AL 352143839 | Insurance Broker | $0 |
T R PAUL INC.1 year Filed as: PAUL MARTIN Service code 22 1000 BELTLINE ROAD SW · DECATUR, AL 35601 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,556 | $46,869-45.5% | $122,332-79.1% | $70,131-63.6% |
| Participation rate | 85.6% | 58.2%+27.4pp | 71.6%+13.9pp | 69.5%+16.0pp |
| Annual return | 8.23% | 24.22%-16.0pp | 30.27%-22.0pp | 73.14%-64.9pp |
| Employer contribution / active EE | $1,094 | $1,288-15.1% | $4,050-73.0% | $2,342-53.3% |
| Participant deferral / active EE | $1,839 | $2,166-15.1% | $3,287-44.1% | $3,332-44.8% |
| Admin fee / account holder | $30 | $3,322-99.1% | $5,478-99.5% | $4,645-99.4% |