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 · COLOMBUS, OH 43215 | Recordkeeping | $37,715 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 28 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Investment Management | $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 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 | $31,645 | $55,453-42.9% | $170,442-81.4% | $62,292-49.2% |
| Participation rate | 42.2% | 66.4%-24.2pp | 83.6%-41.4pp | 69.5%-27.3pp |
| Annual return | 17.72% | 21.38%-3.7pp | 205.93%-188.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $562 | $2,164-74.0% | $5,433-89.7% | $2,042-72.5% |
| Participant deferral / active EE | $1,664 | $2,303-27.7% | $4,939-66.3% | $3,169-47.5% |
| Admin fee / account holder | $329 | $455-27.7% | $13,880-97.6% | $479-31.3% |