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 |
|---|---|---|
NATIONWIDE5+ years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $55,037 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 22 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Insurance Broker | $29,135 |
PENTEGRA SERVICES, INC.5+ years Filed as: APS- PENTEGRA Service code 10 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Accounting | $11,871 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,092 | $56,972+7.2% | $182,532-66.5% | $65,185-6.3% |
| Participation rate | 62.9% | 66.5%-3.6pp | 78.0%-15.0pp | 70.2%-7.3pp |
| Annual return | 19.87% | 27.67%-7.8pp | 148.54%-128.7pp | 29.38%-9.5pp |
| Employer contribution / active EE | $730 | $1,615-54.8% | $4,076-82.1% | $2,177-66.5% |
| Participant deferral / active EE | $3,748 | $3,526+6.3% | $5,524-32.2% | $3,514+6.7% |
| Admin fee / account holder | $256 | $528-51.6% | $8,592-97.0% | $847-69.8% |