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 Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $58,723 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 22 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Insurance Broker | $31,577 |
PENTEGRA SERVICES, INC.6+ years Filed as: APS- PENTEGRA Service code 10 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Accounting | $11,779 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,942 | $62,132+9.4% | $185,823-63.4% | $73,488-7.5% |
| Participation rate | 71.6% | 67.8%+3.8pp | 78.0%-6.5pp | 70.7%+0.9pp |
| Annual return | 13.65% | 20.44%-6.8pp | 35.95%-22.3pp | 28.51%-14.9pp |
| Employer contribution / active EE | $798 | $1,681-52.5% | $4,087-80.5% | $2,270-64.8% |
| Participant deferral / active EE | $4,059 | $3,711+9.4% | $5,632-27.9% | $3,740+8.6% |
| Admin fee / account holder | $257 | $419-38.6% | $9,500-97.3% | $513-49.9% |