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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,935 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,481 | $41,078-50.1% | $80,569-74.6% | $71,457-71.3% |
| Participation rate | 94.5% | 50.2%+44.3pp | 67.0%+27.5pp | 67.9%+26.6pp |
| Annual return | 27.68% | 38.45%-10.8pp | 935.43%-907.7pp | 28.85%-1.2pp |
| Employer contribution / active EE | $1,733 | $1,506+15.1% | $2,723-36.4% | $2,588-33.0% |
| Participant deferral / active EE | $3,926 | $2,699+45.5% | $4,447-11.7% | $4,289-8.5% |
| Admin fee / account holder | $0 | $1,840-100.0% | $5,377-100.0% | $1,587-100.0% |