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 6-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 · EIN 31-4156830 | Recordkeeping | $21,267 |
Filed as: TRANSAMERICA Service code 27 6400 C ST SW · CEDAR RAPIDS, IA 52499 | Advisory (Plan) | $0 |
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 | $29,748 | $49,451-39.8% | $79,550-62.6% | $66,914-55.5% |
| Participation rate | 48.5% | 61.3%-12.8pp | 69.5%-21.0pp | 69.8%-21.3pp |
| Annual return | -0.49% | 84.25%-84.7pp | 0.16%-0.7pp | 1.58%-2.1pp |
| Employer contribution / active EE | $2,141 | $1,266+69.2% | $2,413-11.3% | $2,544-15.8% |
| Participant deferral / active EE | $2,755 | $3,159-12.8% | $3,985-30.9% | $4,237-35.0% |
| Admin fee / account holder | $98 | $595-83.5% | $6,832-98.6% | $593-83.4% |