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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43214 | Recordkeeping | $18,758 |
T R PAUL INC.2 years Filed as: PAUL MARTIN Service code 22 113 2ND AVE. · DECATURE, AL 35601 | Insurance Broker | $0 |
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 | $25,904 | $43,723-40.8% | $121,196-78.6% | $64,186-59.6% |
| Participation rate | 94.1% | 58.3%+35.8pp | 71.7%+22.4pp | 69.6%+24.5pp |
| Annual return | -2.35% | 68.91%-71.3pp | 16.93%-19.3pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,112 | $1,296-14.2% | $4,022-72.4% | $2,381-53.3% |
| Participant deferral / active EE | $1,915 | $2,280-16.0% | $3,344-42.7% | $3,470-44.8% |
| Admin fee / account holder | $39 | $3,501-98.9% | $5,019-99.2% | $4,888-99.2% |