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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,670 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Service code 33 PO BOX 14527 · ST PETERSBURG, FL 337334527 | Participant communication; Securities... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $17,973 | $52,953-66.1% | $172,739-89.6% | $65,185-72.4% |
| Participation rate | 52.3% | 66.2%-13.9pp | 82.6%-30.3pp | 70.2%-17.9pp |
| Annual return | 22.34% | 30.12%-7.8pp | 802.84%-780.5pp | 29.38%-7.0pp |
| Employer contribution / active EE | $141 | $2,190-93.6% | $5,143-97.3% | $2,177-93.5% |
| Participant deferral / active EE | $1,041 | $2,471-57.9% | $5,198-80.0% | $3,514-70.4% |
| Admin fee / account holder | $7 | $472-98.6% | $13,954-100.0% | $847-99.2% |