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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,499 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY, Service code 27 · EIN 22-3570392 | Advisory (Plan) | $17,761 |
NATIONWIDE8 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,231 | $44,897-21.5% | $84,966-58.5% | $199,593-82.3% |
| Participation rate | 35.5% | 45.7%-10.2pp | 67.5%-32.0pp | 72.0%-36.4pp |
| Annual return | 28.38% | 20.96%+7.4pp | 66.38%-38.0pp | 34.25%-5.9pp |
| Employer contribution / active EE | $828 | $1,365-39.4% | $2,727-69.6% | $3,034-72.7% |
| Participant deferral / active EE | $1,671 | $2,668-37.4% | $4,519-63.0% | $5,087-67.2% |
| Admin fee / account holder | $114 | $584-80.5% | $6,149-98.1% | $269-57.6% |