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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $87,534 |
PENSYS, INC.3+ years Filed as: PENSYS, INC Service code 17 · EIN 94-2916479 2440 PROFESSIONAL DRIVE · ROSEVILLE, CA 95661 | Pension Consulting | $29,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $40,533 | $65,223-37.9% | $80,019-49.3% | $55,725-27.3% |
| Participation rate | 69.7% | 80.6%-10.9pp | 75.8%-6.1pp | 70.9%-1.2pp |
| Annual return | 8.72% | 7.59%+1.1pp | 11.22%-2.5pp | 244.93%-236.2pp |
| Employer contribution / active EE | $0 | $2,544-100.0% | $2,468-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,737 | $3,881-55.2% | $3,686-52.9% | $3,356-48.2% |
| Admin fee / account holder | $287 | $114+151.2% | $6,521-95.6% | $115+149.0% |