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 Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities); Re... | $21,080 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 10 · EIN 85-0402842 6201 UPTOWN BLVD. NE, SUITE 100 · ALBUQUERQUE, NM 871104150 | Accounting | $1,329 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 71 4211 S. 102ND STREET · OMAHA, NE 68127 | Brokerage Fees | $28 |
FOOTHILL SECURITIES INC1 year Filed as: FOOTHILL SECURITIES, INC. Service code 71 2900 LAKESIDE DR, SUITE 100 · SANTA CLARA, CA 950541508 | Brokerage Fees | $0 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC. Service code 71 12325 PORT GRACE BLVD · LA VISTA, NE 681280001 | Brokerage Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,495 | $31,388+137.3% | $73,545+1.3% | $62,292+19.6% |
| Participation rate | 19.0% | 39.9%-20.9pp | 54.9%-36.0pp | 69.5%-50.5pp |
| Annual return | 24.66% | 25.34%-0.7pp | -15.16%+39.8pp | 28.90%-4.2pp |
| Employer contribution / active EE | $242 | $498-51.4% | $1,219-80.2% | $2,042-88.2% |
| Participant deferral / active EE | $807 | $1,028-21.5% | $1,806-55.3% | $3,169-74.5% |
| Admin fee / account holder | $641 | $299+114.1% | $2,320-72.4% | $479+33.7% |