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 |
|---|---|---|
NATIONWIDE4+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $24,915 |
CAMBRIDGE INVESTMENT RESEARCH3+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,233 | $76,000-57.6% | $154,107-79.1% | $64,186-49.8% |
| Participation rate | 67.7% | 70.4%-2.7pp | 83.0%-15.3pp | 69.6%-1.8pp |
| Annual return | -5.92% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,440 | $3,351+32.5% | $5,298-16.2% | $2,381+86.5% |
| Participant deferral / active EE | $588 | $3,175-81.5% | $5,081-88.4% | $3,470-83.1% |
| Admin fee / account holder | $354 | $5,596-93.7% | $13,411-97.4% | $4,888-92.8% |