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 |
|---|---|---|
NATIONWIDE5+ years Service code 13 ONE NATIONDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $34,756 |
HANNIS T. BOURGEOIS, LLP5+ years Filed as: HANNIS T. BOURGEOIS Service code 10 2322 TREMONT DRIVE · BATON ROUGE, LA 70809 | Accounting | $9,650 |
SENTINEL PENSION LLC4+ years Service code 14 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Plan Administrator | $5,091 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS LLC Service code 26 4600 SYRACUSE ST · DENVER, CO 80237 | Advisory (Participants) | $0 |
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 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 | $30,830 | $49,138-37.3% | $84,015-63.3% | $65,185-52.7% |
| Participation rate | 60.2% | 60.7%-0.6pp | 69.0%-8.9pp | 70.2%-10.0pp |
| Annual return | 20.28% | 23.00%-2.7pp | 71.31%-51.0pp | 29.38%-9.1pp |
| Employer contribution / active EE | $539 | $914-41.0% | $1,983-72.8% | $2,177-75.2% |
| Participant deferral / active EE | $2,574 | $2,397+7.4% | $3,239-20.5% | $3,514-26.7% |
| Admin fee / account holder | $220 | $543-59.5% | $6,101-96.4% | $847-74.0% |