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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $46,108 |
ACTIVE GRAPHICS, IC.1 year Filed as: ACTIVE CORE - PASSIVE THROUGH TARGE Service code 49 · EIN 26-2409128 | Other Services | $5,916 |
CETERA ADVISOR NETWORKS LLC2 years Service code 49 2301 ROSECRANS AVE SUITE 5100 · EL SEGUNDO, CA 902455670 | Other Services | $0 |
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 | $51,601 | $102,553-49.7% | $151,611-66.0% | $66,914-22.9% |
| Participation rate | 74.2% | 85.5%-11.3pp | 87.5%-13.3pp | 69.8%+4.4pp |
| Annual return | -14.02% | -10.82%-3.2pp | 3.33%-17.3pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,562 | $4,180-38.7% | $6,166-58.5% | $2,544+0.7% |
| Participant deferral / active EE | $5,098 | $6,641-23.2% | $8,363-39.0% | $4,237+20.3% |
| Admin fee / account holder | $219 | $630-65.3% | $11,616-98.1% | $593-63.2% |