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 |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIONWIDE FINANCIAL SERVICES Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $37,748 |
HORAN SECURITIES INC8+ years Filed as: HORAN SECURITIES, INC. Service code 27 | Advisory (Plan) | $16,713 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 10 · EIN 82-1371994 30 GARFIELD PLACE · CINCINNATI, OH 45202 | Accounting | $1,550 |
HORAN SECURITIES INC8+ years Filed as: HORAN SECURITIES Service code 27 8044 MONTGOMERY RD · CINCINNATI, OH 45236 | 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,731 | $45,602-8.5% | $117,472-64.5% | $66,914-37.6% |
| Participation rate | 52.2% | 57.6%-5.4pp | 70.6%-18.4pp | 69.8%-17.6pp |
| Annual return | -16.17% | -16.74%+0.6pp | 29.74%-45.9pp | 1.58%-17.8pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,615 | $2,845-8.1% | $4,070-35.7% | $4,237-38.3% |
| Admin fee / account holder | $12 | $661-98.2% | $5,645-99.8% | $593-98.0% |