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 8-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 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $77,191 |
PENSYS, INC.2+ years Filed as: PENSYS, INC Service code 17 · EIN 94-2916479 2440 PROFESSIONAL DRIVE · ROSEVILLE, CA 95661 | Pension Consulting | $31,283 |
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 | $36,304 | $75,284-51.8% | $91,001-60.1% | $69,631-47.9% |
| Participation rate | 73.9% | 80.4%-6.5pp | 75.6%-1.7pp | 70.7%+3.2pp |
| Annual return | 42.26% | 48.40%-6.1pp | 4.60%+37.7pp | 27571.02%-27528.8pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,772 | $3,700-52.1% | $3,547-50.1% | $3,224-45.0% |
| Admin fee / account holder | $244 | $111+120.4% | $5,417-95.5% | $110+120.6% |