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 |
|---|---|---|
NATIONWIDE1 year Service code 15 | Recordkeeping | $5,983 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 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 | $11,763 | $60,165-80.4% | $74,183-84.1% | $55,167-78.7% |
| Participation rate | 33.6% | 74.2%-40.6pp | 76.6%-43.0pp | 69.0%-35.4pp |
| Annual return | 101.53% | 10.00%+91.5pp | 17.74%+83.8pp | 169.23%-67.7pp |
| Employer contribution / active EE | $375 | $1,600-76.6% | $2,370-84.2% | $1,963-80.9% |
| Participant deferral / active EE | $1,500 | $2,973-49.5% | $3,550-57.7% | $3,054-50.9% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |