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 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,555 |
Service code 13 · EIN 77-0536417 7525 N CEDAR AVE · FRESNO, CA 93720 | Contract Administrator | $3,650 |
Filed as: REGENCY INVESTMENT ADVISORS, INC. Service code 26 1312 W HERNDON AVE · FRESNO, CA 93711 | Advisory (Participants) | $3,520 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 22 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $33,715 | $76,000-55.6% | $154,107-78.1% | $64,186-47.5% |
| Participation rate | 52.6% | 70.4%-17.8pp | 83.0%-30.4pp | 69.6%-16.9pp |
| Annual return | -3.29% | 30.32%-33.6pp | 735.12%-738.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $362 | $3,351-89.2% | $5,298-93.2% | $2,381-84.8% |
| Participant deferral / active EE | $9,497 | $3,175+199.1% | $5,081+86.9% | $3,470+173.7% |
| Admin fee / account holder | $56 | $5,596-99.0% | $13,411-99.6% | $4,888-98.8% |