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 |
|---|---|---|
NATIONWIDE7 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $66,394 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS, LLC Service code 26 · EIN 36-3258176 | Advisory (Participants) | $32,764 |
SENTINEL PENSION LLC7 years Filed as: SENTINEL PENSION Service code 37 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Loan Processing | $25,499 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 | Advisory (Participants) | $2,101 |
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 | $176,060 | $50,982+245.3% | $154,803+13.7% | $85,563+105.8% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 16.25% | 30.35%-14.1pp | 58.88%-42.6pp | 31.51%-15.3pp |
| Employer contribution / active EE | $8,011 | $1,708+368.9% | $4,305+86.1% | $2,654+201.9% |
| Participant deferral / active EE | $5,175 | $2,474+109.2% | $5,540-6.6% | $4,375+18.3% |
| Admin fee / account holder | $235 | $846-72.2% | $14,329-98.4% | $834-71.8% |