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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,214 |
Filed as: AMERIPRISE FINANCIAL CENTER Service code 15 50082 AMERIPRISE FINANCIAL CTR. · MINNEAPOLIS, MN 55474 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $23,064 | $50,385-54.2% | $75,670-69.5% | $62,292-63.0% |
| Participation rate | 31.0% | 67.7%-36.7pp | 72.3%-41.3pp | 69.5%-38.5pp |
| Annual return | 14.11% | 19.90%-5.8pp | 27.34%-13.2pp | 28.90%-14.8pp |
| Employer contribution / active EE | $499 | $1,537-67.5% | $2,352-78.8% | $2,042-75.6% |
| Participant deferral / active EE | $852 | $2,445-65.1% | $3,142-72.9% | $3,169-73.1% |
| Admin fee / account holder | $2 | $384-99.6% | $5,800-100.0% | $479-99.7% |