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 43215 | Recordkeeping | $153,155 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $90,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,066 | $106,351-70.8% | $105,223-70.5% | $103,975-70.1% |
| Participation rate | 90.4% | 80.0%+10.5pp | 75.0%+15.4pp | 72.5%+17.9pp |
| Annual return | 15.83% | 11.69%+4.1pp | 180.65%-164.8pp | 19.41%-3.6pp |
| Employer contribution / active EE | $472 | $5,336-91.2% | $3,689-87.2% | $3,722-87.3% |
| Participant deferral / active EE | $6,031 | $3,221+87.2% | $5,072+18.9% | $5,343+12.9% |
| Admin fee / account holder | $43 | $316-86.2% | $8,859-99.5% | $332-86.9% |