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+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,231 |
ENVOY FINANCIAL1+ years Service code 26 4194 ROYAL PINE DRIVE · COLORADO SPRINGS, CO 80290 | Advisory (Participants) | $2,761 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 15 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Recordkeeping | $1,047 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,769 | $43,423-63.7% | $78,689-80.0% | $55,167-71.4% |
| Participation rate | 80.0% | 68.0%+12.0pp | 73.6%+6.4pp | 69.0%+11.0pp |
| Annual return | 0.20% | 11.53%-11.3pp | 62.18%-62.0pp | 169.23%-169.0pp |
| Employer contribution / active EE | $1,317 | $1,997-34.0% | $2,851-53.8% | $1,963-32.9% |
| Participant deferral / active EE | $876 | $2,509-65.1% | $3,517-75.1% | $3,054-71.3% |
| Admin fee / account holder | $173 | $416-58.4% | $4,510-96.2% | $504-65.7% |