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 5-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 year Service code 15 · EIN 31-4156830 | Recordkeeping | $35,130 |
INFINEX INVESTMENTS INC1 year Filed as: INFINEX INVESTMENTS, INC. Service code 52 538 PRESTON AVE · MERIDEN, CT 064504858 | Indirect Investment Fees | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,111 | $37,393-0.8% | $77,024-51.8% | $66,914-44.5% |
| Participation rate | 50.0% | 52.9%-2.9pp | 67.9%-17.9pp | 69.8%-19.8pp |
| Annual return | -15.62% | -3.29%-12.3pp | 42.32%-57.9pp | 1.58%-17.2pp |
| Employer contribution / active EE | $315 | $1,531-79.4% | $2,812-88.8% | $2,544-87.6% |
| Participant deferral / active EE | $2,140 | $2,617-18.2% | $4,426-51.6% | $4,237-49.5% |
| Admin fee / account holder | $454 | $567-20.0% | $5,425-91.6% | $593-23.6% |