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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,937 | $46,732-80.9% | $156,549-94.3% | $55,167-83.8% |
| Participation rate | 64.5% | 65.8%-1.3pp | 84.0%-19.5pp | 69.0%-4.5pp |
| Annual return | 27.51% | 17.72%+9.8pp | 32.23%-4.7pp | 169.23%-141.7pp |
| Employer contribution / active EE | $300 | $2,105-85.8% | $5,501-94.6% | $1,963-84.7% |
| Participant deferral / active EE | $1,770 | $2,204-19.7% | $4,871-63.7% | $3,054-42.0% |
| Admin fee / account holder | $71 | $418-83.0% | $13,027-99.5% | $504-85.9% |