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 |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $23,295 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,468 |
CECILCO10+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $12,226 |
NATIONWIDE10+ years Filed as: NATIOWNIDE Service code 15 | Recordkeeping | $948 |
Annual investment return 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 | $6,945 | $29,548-76.5% | $56,411-87.7% | $77,643-91.1% |
| Participation rate | 90.2% | 32.7%+57.5pp | 52.5%+37.7pp | 70.6%+19.6pp |
| Annual return | 10.06% | 19.01%-9.0pp | 1701.33%-1691.3pp | 31.24%-21.2pp |
| Employer contribution / active EE | $442 | $568-22.1% | $1,039-57.5% | $2,726-83.8% |
| Participant deferral / active EE | $422 | $1,061-60.3% | $1,952-78.4% | $4,647-90.9% |
| Admin fee / account holder | $54 | $1,046-94.8% | $2,829-98.1% | $430-87.5% |