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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,936 |
BDO USA, LLP1+ years Service code 27 301 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $5,200 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISORS LLC Service code 27 4600 SYRACUSE ST · DENVER, CO 80237 | Advisory (Plan) | $0 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,650 | $75,828-84.6% | $147,614-92.1% | $59,632-80.5% |
| Participation rate | 95.5% | 71.6%+23.9pp | 84.6%+10.8pp | 68.7%+26.8pp |
| Annual return | -4.01% | 0.37%-4.4pp | 61.98%-66.0pp | 2041.28%-2045.3pp |
| Employer contribution / active EE | $816 | $3,485-76.6% | $5,564-85.3% | $2,203-62.9% |
| Participant deferral / active EE | $1,019 | $3,130-67.5% | $4,895-79.2% | $3,192-68.1% |
| Admin fee / account holder | $199 | $5,985-96.7% | $11,611-98.3% | $4,297-95.4% |