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 year Service code 15 · EIN 31-4156830 | Recordkeeping | $25,947 |
Filed as: BOON ADMINISTRATIVE SERVICES Service code 49 · EIN 33-0449333 | Other Services | $16,200 |
Participant 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.
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 | $5,557 | $39,948-86.1% | $89,391-93.8% | $73,409-92.4% |
| Participation rate | 97.2% | 50.4%+46.8pp | 68.0%+29.3pp | 72.2%+25.1pp |
| Annual return | 15.84% | 50.12%-34.3pp | 245.62%-229.8pp | 59.29%-43.5pp |
| Employer contribution / active EE | $3,366 | $1,200+180.5% | $2,586+30.2% | $2,234+50.7% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,881-100.0% | $158-100.0% |