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 8-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 · EIN 31-4156830 | Recordkeeping | $116,047 |
Filed as: NATIONAL BENEFIT SERVICES Service code 12 · EIN 20-3886993 | Participant loan processing; Direct p... | $21,015 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 17 12671 HIGH BLUFF DR. SUITE 200 · SAN DIEGO, CA 92130 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,519 | $91,517-60.1% | $101,248-63.9% | $73,409-50.3% |
| Participation rate | 65.7% | 73.8%-8.1pp | 75.8%-10.1pp | 72.2%-6.5pp |
| Annual return | 20.48% | 17.17%+3.3pp | 46.47%-26.0pp | 59.29%-38.8pp |
| Employer contribution / active EE | $814 | $2,877-71.7% | $3,660-77.8% | $2,234-63.6% |
| Participant deferral / active EE | $3,858 | $3,338+15.5% | $4,370-11.7% | $3,805+1.4% |
| Admin fee / account holder | $52 | $216-75.9% | $5,945-99.1% | $158-67.1% |