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 |
|---|---|---|
NATIONWIDE5+ years Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Claims processing; Securities brokera... | $19,862 |
Service code 26 6569 CARROLLTON AVE · INDIANAPOLIS, IN 46220 | Advisory (Participants) | $13,454 |
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 | $53,959 | $49,138+9.8% | $84,015-35.8% | $65,185-17.2% |
| Participation rate | 40.4% | 60.7%-20.3pp | 69.0%-28.6pp | 70.2%-29.8pp |
| Annual return | 20.06% | 23.00%-2.9pp | 71.31%-51.2pp | 29.38%-9.3pp |
| Employer contribution / active EE | $259 | $914-71.6% | $1,983-86.9% | $2,177-88.1% |
| Participant deferral / active EE | $1,495 | $2,397-37.6% | $3,239-53.8% | $3,514-57.4% |
| Admin fee / account holder | $443 | $543-18.4% | $6,101-92.7% | $847-47.7% |