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 9-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 | $17,123 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 49 · EIN 41-0973005 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MI 55474 | Other Services | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,974 | $80,724-72.8% | $103,333-78.7% | $74,495-70.5% |
| Participation rate | 92.2% | 65.7%+26.6pp | 74.5%+17.7pp | 67.2%+25.0pp |
| Annual return | 20.37% | 27.56%-7.2pp | 24.88%-4.5pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $3,011 | $3,157-4.6% | $3,868-22.1% | $2,623+14.8% |
| Participant deferral / active EE | $4,683 | $3,860+21.3% | $5,057-7.4% | $4,346+7.8% |
| Admin fee / account holder | $57 | $2,368-97.6% | $8,355-99.3% | $1,942-97.1% |