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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $25,222 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 · EIN 31-1332744 | Advisory (Participants) | $16,263 |
INWEST RETIREMENT SOLUTIONS5+ years Service code 15 · EIN 75-2408441 | Recordkeeping | $2,685 |
Service code 26 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMNT INSURANCE AND CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,641 | $63,114-40.4% | $92,893-59.5% | $65,185-42.3% |
| Participation rate | 90.5% | 68.8%+21.7pp | 76.0%+14.5pp | 70.2%+20.3pp |
| Annual return | 10.08% | 28.75%-18.7pp | 109.41%-99.3pp | 29.38%-19.3pp |
| Employer contribution / active EE | $1,283 | $2,571-50.1% | $3,653-64.9% | $2,177-41.0% |
| Participant deferral / active EE | $2,218 | $3,108-28.7% | $4,236-47.7% | $3,514-36.9% |
| Admin fee / account holder | $152 | $624-75.7% | $5,794-97.4% | $847-82.1% |