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 |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $7,620 |
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).
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 | $86,356 | $32,425+166.3% | $74,583+15.8% | $55,167+56.5% |
| Participation rate | 6.7% | 54.0%-47.3pp | 68.1%-61.4pp | 69.0%-62.3pp |
| Annual return | 9.75% | 10.63%-0.9pp | 20.47%-10.7pp | 169.23%-159.5pp |
| Employer contribution / active EE | $189 | $1,043-81.9% | $2,525-92.5% | $1,963-90.4% |
| Participant deferral / active EE | $578 | $1,995-71.0% | $3,458-83.3% | $3,054-81.1% |
| Admin fee / account holder | $117 | $748-84.3% | $4,138-97.2% | $504-76.7% |