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 |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $63,513 |
LEGACY BENEFIT SERVICES6+ years Service code 13 · EIN 71-0948945 5670 GREENWOOD PLAZA BLVD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $25,293 |
Service code 27 · EIN 42-1445429 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 525568757 | Advisory (Plan) | $0 |
TBS AGENCY INC4 years Filed as: TBS AGENCY, INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,557 | $29,369+153.9% | $77,482-3.8% | $73,409+1.6% |
| Participation rate | 0.8% | 37.9%-37.1pp | 54.2%-53.4pp | 72.2%-71.4pp |
| Annual return | 22.87% | 358.15%-335.3pp | 54.79%-31.9pp | 59.29%-36.4pp |
| Employer contribution / active EE | $49 | $406-87.9% | $986-95.0% | $2,234-97.8% |
| Participant deferral / active EE | $1,393 | $941+48.1% | $1,861-25.1% | $3,805-63.4% |
| Admin fee / account holder | $621 | $123+405.9% | $2,858-78.3% | $158+293.2% |