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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,934 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Service code 27 P.O. BOX 14527 · ST. PETERSBURG, FL 337334527 | Advisory (Plan) | $7,697 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,553 | $85,202-66.5% | $172,739-83.5% | $72,985-60.9% |
| Participation rate | 68.4% | 70.1%-1.6pp | 82.6%-14.2pp | 69.5%-1.1pp |
| Annual return | 7.08% | 27.32%-20.2pp | 802.84%-795.8pp | 81.00%-73.9pp |
| Employer contribution / active EE | $774 | $3,324-76.7% | $5,143-84.9% | $2,440-68.3% |
| Participant deferral / active EE | $1,478 | $3,260-54.7% | $5,198-71.6% | $3,607-59.0% |
| Admin fee / account holder | $27 | $5,884-99.5% | $13,954-99.8% | $5,124-99.5% |