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 | $15,344 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST Service code 27 303 PEACHTREE ST NE · ATLANTA, GA 30308 | Advisory (Plan) | $11,624 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,063 | $71,516-81.7% | $98,439-86.7% | $71,457-81.7% |
| Participation rate | 79.4% | 72.7%+6.7pp | 75.2%+4.3pp | 67.9%+11.5pp |
| Annual return | 17.31% | 32.41%-15.1pp | 21.16%-3.8pp | 28.85%-11.5pp |
| Employer contribution / active EE | $746 | $2,399-68.9% | $3,048-75.5% | $2,588-71.2% |
| Participant deferral / active EE | $1,485 | $4,109-63.9% | $4,738-68.7% | $4,289-65.4% |
| Admin fee / account holder | $179 | $1,675-89.3% | $8,948-98.0% | $1,587-88.7% |