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 |
|---|---|---|
NATIONWIDE3 years Service code 60 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sub-TA Fees | $18,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,687 | $91,190-43.3% | $178,490-71.0% | $79,858-35.3% |
| Participation rate | 56.4% | 69.2%-12.8pp | 81.9%-25.5pp | 69.6%-13.2pp |
| Annual return | 16.51% | 24.19%-7.7pp | 151.07%-134.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,021 | $3,256-68.6% | $5,011-79.6% | $2,471-58.7% |
| Participant deferral / active EE | $2,637 | $3,236-18.5% | $5,202-49.3% | $3,740-29.5% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |