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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $31,066 | $103,641-70.0% | $107,525-71.1% | $102,872-69.8% |
| Participation rate | 90.4% | 79.4%+11.0pp | 75.1%+15.4pp | 73.0%+17.4pp |
| Annual return | 15.83% | 13.08%+2.7pp | 181.32%-165.5pp | 19.06%-3.2pp |
| Employer contribution / active EE | $472 | $5,096-90.7% | $3,754-87.4% | $3,526-86.6% |
| Participant deferral / active EE | $6,031 | $3,789+59.2% | $5,116+17.9% | $5,535+9.0% |
| Admin fee / account holder | $43 | $276-84.3% | $8,919-99.5% | $292-85.1% |