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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,799 |
HERITAGE CAPITAL, LLC2 years Service code 53 · EIN 22-3747302 1 BRADLEY ROAD, SUITE 202 · WOODBRIDGE, CT 06525 | Insurance Commissions | $16,899 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION SERVICE, INC. Service code 13 · EIN 06-0874395 127 WASHINGTON AVENUE, WEST WING · NORTH HAVEN, CT 06473 | Contract Administrator | $3,847 |
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 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 | $32,795 | $155,795-78.9% | $136,294-75.9% | $69,631-52.9% |
| Participation rate | 48.6% | 75.2%-26.6pp | 81.9%-33.3pp | 70.7%-22.1pp |
| Annual return | 30.48% | 232464.33%-232433.9pp | 5155.94%-5125.5pp | 27571.02%-27540.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,661 | $5,394-13.6% | $6,247-25.4% | $3,224+44.6% |
| Admin fee / account holder | $107 | $128-16.9% | $9,243-98.8% | $110-3.5% |