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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,211 |
Service code 15 2301 ROSECRANS AVENUE, SUITE 5100 · EL SEGUNDO, CA 902455670 | Recordkeeping | $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.
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 | $41,878 | $65,862-36.4% | $124,672-66.4% | $79,386-47.2% |
| Participation rate | 41.3% | 62.2%-21.0pp | 74.6%-33.3pp | 70.7%-29.4pp |
| Annual return | 12.41% | 19.02%-6.6pp | 5142.93%-5130.5pp | 116.85%-104.4pp |
| Employer contribution / active EE | $531 | $1,883-71.8% | $3,324-84.0% | $2,427-78.1% |
| Participant deferral / active EE | $688 | $2,772-75.2% | $4,614-85.1% | $4,046-83.0% |
| Admin fee / account holder | $37 | $673-94.5% | $7,493-99.5% | $626-94.1% |