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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,081 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA Service code 27 | Advisory (Plan) | $21,860 |
DEFINITI LLC4 years Filed as: DEFINITI, LLC Service code 14 · EIN 42-1330861 2201 TIMBERLOCH PLAZA, SUITE 150 · THE WOODLANDS, TX 77380 | Plan Administrator | $4,061 |
Service code 27 · EIN 26-4311657 6504 BRIDGEPOINT PKWY, SUITE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $2,789 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,404 | $71,516-43.5% | $98,439-59.0% | $71,457-43.5% |
| Participation rate | 65.8% | 72.7%-6.9pp | 75.2%-9.4pp | 67.9%-2.2pp |
| Annual return | 13.80% | 32.41%-18.6pp | 21.16%-7.4pp | 28.85%-15.0pp |
| Employer contribution / active EE | $1,085 | $2,399-54.8% | $3,048-64.4% | $2,588-58.1% |
| Participant deferral / active EE | $2,095 | $4,109-49.0% | $4,738-55.8% | $4,289-51.2% |
| Admin fee / account holder | $255 | $1,675-84.8% | $8,948-97.2% | $1,587-84.0% |