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 38 · EIN 31-1592130 | Participant Communication | $37,089 |
PENSION ASSURANCE LLP1 year Filed as: PENSION SOLUTIONS Service code 13 · EIN 73-1521434 | Contract Administrator | $14,328 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $6,086 |
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 | $15,686 | $54,237-71.1% | $90,281-82.6% | $67,579-76.8% |
| Participation rate | 71.1% | 68.6%+2.5pp | 73.3%-2.2pp | 71.3%-0.2pp |
| Annual return | 17.89% | 37.27%-19.4pp | 78.10%-60.2pp | 378.56%-360.7pp |
| Employer contribution / active EE | $1,467 | $1,846-20.5% | $2,854-48.6% | $2,148-31.7% |
| Participant deferral / active EE | $1,981 | $2,625-24.5% | $3,885-49.0% | $3,539-44.0% |
| Admin fee / account holder | $141 | $123+14.2% | $5,351-97.4% | $142-0.9% |