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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $29,182 |
INDEPENDENT FINANCIAL PARTNERS3+ years Service code 26 · EIN 59-3331424 | Advisory (Participants) | $26,588 |
HARRIS & CO PLLC2 years Filed as: HARRIS AND CO PLLC Service code 10 2289 S BONITO WAY SUITE 100 · MERIDIAN, ID 83642 | Accounting | $5,700 |
Employer contribution per participant 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 | $30,012 | $80,753-62.8% | $136,294-78.0% | $62,292-51.8% |
| Participation rate | 91.0% | 73.5%+17.4pp | 81.9%+9.0pp | 69.5%+21.4pp |
| Annual return | 16.78% | 35.83%-19.0pp | 5155.94%-5139.2pp | 28.90%-12.1pp |
| Employer contribution / active EE | $448 | $2,884-84.5% | $4,695-90.5% | $2,042-78.0% |
| Participant deferral / active EE | $2,557 | $5,164-50.5% | $6,247-59.1% | $3,169-19.3% |
| Admin fee / account holder | $175 | $525-66.8% | $9,243-98.1% | $479-63.6% |