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 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $46,968 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $6,364 |
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 | $49,187 | $66,180-25.7% | $118,746-58.6% | $62,292-21.0% |
| Participation rate | 100.0% | 71.3%+28.7pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 32.05% | 60.89%-28.8pp | 24.54%+7.5pp | 28.90%+3.2pp |
| Employer contribution / active EE | $9,032 | $3,183+183.7% | $4,193+115.4% | $2,042+342.3% |
| Participant deferral / active EE | $7,693 | $4,247+81.2% | $5,332+44.3% | $3,169+142.7% |
| Admin fee / account holder | $0 | $753-100.0% | $10,720-100.0% | $479-100.0% |