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 21 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $25,370 |
TAX SHELTERED COMPENSATION, INC.4+ years Filed as: TSC, INC Service code 15 · EIN 41-0955056 7300 METRO BOULEVARD · EDINA, MN 554394500 | Recordkeeping | $13,811 |
CETERA ADVISOR NETWORKS LLC4+ years Service code 27 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 902455672 | Advisory (Plan) | $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.)
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 | $27,422 | $52,953-48.2% | $172,739-84.1% | $65,185-57.9% |
| Participation rate | 57.4% | 66.2%-8.8pp | 82.6%-25.3pp | 70.2%-12.8pp |
| Annual return | 4.45% | 30.12%-25.7pp | 802.84%-798.4pp | 29.38%-24.9pp |
| Employer contribution / active EE | $563 | $2,190-74.3% | $5,143-89.1% | $2,177-74.1% |
| Participant deferral / active EE | $964 | $2,471-61.0% | $5,198-81.5% | $3,514-72.6% |
| Admin fee / account holder | $456 | $472-3.5% | $13,954-96.7% | $847-46.2% |