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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,780 |
POLYCOMP ADMINISTRATIVE SERVICES9+ years Filed as: POLYCOMP ADMINISTRATIVE SERVICES, I Service code 13 · EIN 95-2889854 3000 LAVA RIDGE COURT · ROSEVILLE, CA 956612802 | Contract Administrator | $2,343 |
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 · EIN 82-0986372 6215 FERRIS SQ STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $300 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANTY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $195 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,990 | $47,126-78.8% | $149,673-93.3% | $74,419-86.6% |
| Participation rate | 97.8% | 63.4%+34.4pp | 78.8%+19.0pp | 70.7%+27.1pp |
| Annual return | 19.10% | 22.75%-3.7pp | 134.42%-115.3pp | 34.38%-15.3pp |
| Employer contribution / active EE | $1,392 | $1,905-27.0% | $4,818-71.1% | $2,637-47.2% |
| Participant deferral / active EE | $1,217 | $2,728-55.4% | $5,680-78.6% | $4,528-73.1% |
| Admin fee / account holder | $45 | $343-86.9% | $13,210-99.7% | $348-87.1% |