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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,058 |
ACAS, LLC3 years Service code 10 · EIN 45-5437572 | Accounting | $15,712 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $9,248 |
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 | $58,537 | $61,052-4.1% | $142,863-59.0% | $79,386-26.3% |
| Participation rate | 72.2% | 60.1%+12.1pp | 71.9%+0.3pp | 70.7%+1.5pp |
| Annual return | 15.77% | 16.02%-0.3pp | 5637.54%-5621.8pp | 116.85%-101.1pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,436 | $2,879+88.8% | $3,837+41.7% | $4,046+34.4% |
| Admin fee / account holder | $143 | $659-78.4% | $6,560-97.8% | $626-77.2% |