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 |
|---|---|---|
NATIONWIDE3+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $22,881 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $23,874 | $55,453-56.9% | $170,442-86.0% | $62,292-61.7% |
| Participation rate | 63.6% | 66.4%-2.8pp | 83.6%-20.0pp | 69.5%-6.0pp |
| Annual return | 13.49% | 21.38%-7.9pp | 205.93%-192.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $3,517 | $2,164+62.5% | $5,433-35.3% | $2,042+72.2% |
| Participant deferral / active EE | $457 | $2,303-80.2% | $4,939-90.8% | $3,169-85.6% |
| Admin fee / account holder | $28 | $455-93.8% | $13,880-99.8% | $479-94.1% |