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 | $18,049 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,766 | $46,173-76.7% | $170,442-93.7% | $69,631-84.5% |
| Participation rate | 67.4% | 63.9%+3.5pp | 83.6%-16.2pp | 70.7%-3.3pp |
| Annual return | 21.70% | 21.62%+0.1pp | 205.93%-184.2pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $320 | $1,610-80.1% | $5,433-94.1% | $2,032-84.3% |
| Participant deferral / active EE | $1,924 | $2,080-7.5% | $4,939-61.1% | $3,224-40.3% |
| Admin fee / account holder | $80 | $116-31.3% | $13,880-99.4% | $110-27.9% |