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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,307 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY & CO LLC Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $21,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,451 | $25,302+107.3% | $74,701-29.8% | $67,579-22.4% |
| Participation rate | 13.9% | 37.8%-23.9pp | 54.5%-40.6pp | 71.3%-57.4pp |
| Annual return | 24.06% | 10291.17%-10267.1pp | 752.92%-728.9pp | 378.56%-354.5pp |
| Employer contribution / active EE | $421 | $446-5.6% | $1,084-61.1% | $2,148-80.4% |
| Participant deferral / active EE | $659 | $954-30.9% | $1,964-66.4% | $3,539-81.4% |
| Admin fee / account holder | $0 | $108-100.0% | $3,333-100.0% | $142-100.0% |