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 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,271 |
Service code 15 · EIN 16-1209645 105-107 COURT STREET · BINGHAMTON, NY 139013500 | Recordkeeping | $9,263 |
SAGEPOINT FINANCIAL INC5+ years Filed as: FSC SECURITIES CORP Service code 55 2300 WINDY RIDGE PKWY, STE 1100 · ATLANTA, GA 30339 | Other Commissions | $0 |
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 | $17,089 | $62,928-72.8% | $172,739-90.1% | $67,579-74.7% |
| Participation rate | 75.6% | 64.5%+11.1pp | 82.6%-7.1pp | 71.3%+4.3pp |
| Annual return | 32.24% | 30.36%+1.9pp | 802.84%-770.6pp | 378.56%-346.3pp |
| Employer contribution / active EE | $561 | $1,636-65.7% | $5,143-89.1% | $2,148-73.9% |
| Participant deferral / active EE | $2,437 | $2,145+13.6% | $5,198-53.1% | $3,539-31.1% |
| Admin fee / account holder | $167 | $167+0.5% | $13,954-98.8% | $142+17.6% |