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 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,383 |
ACAS, LLC1 year Service code 10 · EIN 45-5437572 | Accounting | $9,469 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $7,756 |
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 | $45,149 | $46,722-3.4% | $130,648-65.4% | $65,185-30.7% |
| Participation rate | 70.6% | 60.9%+9.7pp | 71.7%-1.2pp | 70.2%+0.4pp |
| Annual return | 26.13% | 24.17%+2.0pp | 1708.96%-1682.8pp | 29.38%-3.3pp |
| Employer contribution / active EE | $2,238 | $1,488+50.4% | $4,092-45.3% | $2,177+2.8% |
| Participant deferral / active EE | $3,476 | $2,545+36.6% | $3,603-3.5% | $3,514-1.1% |
| Admin fee / account holder | $106 | $453-76.5% | $5,464-98.1% | $847-87.4% |