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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,718 |
NEWPORT GROUP, INC.2+ years Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 15 5700 WESTOWN PARKWAY · WEST DES MOINES, IA 50266 | Recordkeeping | $8,705 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA Service code 26 200 N SEPULVEDA BLVD SUITE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Participants) | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,266 | $57,103-78.5% | $87,507-86.0% | $57,658-78.7% |
| Participation rate | 16.0% | 64.3%-48.4pp | 73.8%-57.9pp | 70.2%-54.2pp |
| Annual return | 3.96% | 12.71%-8.7pp | 12.21%-8.2pp | 5.13%-1.2pp |
| Employer contribution / active EE | $142 | $1,107-87.2% | $2,550-94.4% | $1,974-92.8% |
| Participant deferral / active EE | $459 | $2,250-79.6% | $3,149-85.4% | $3,061-85.0% |
| Admin fee / account holder | $134 | $281-52.3% | $4,221-96.8% | $95+41.7% |