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 |
|---|---|---|
NATIONWIDE11+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,465 |
THE MANDMARBLESTONE GROUP LLC11+ years Service code 13 · EIN 20-4780677 | Contract Administrator | $23,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,931 | $63,770-79.7% | $71,209-81.8% | $102,872-87.4% |
| Participation rate | 21.6% | 61.0%-39.5pp | 73.8%-52.2pp | 73.0%-51.5pp |
| Annual return | 12.10% | 16.01%-3.9pp | 282.51%-270.4pp | 19.06%-7.0pp |
| Employer contribution / active EE | $209 | $2,367-91.2% | $2,721-92.3% | $3,526-94.1% |
| Participant deferral / active EE | $379 | $3,587-89.4% | $4,175-90.9% | $5,535-93.1% |
| Admin fee / account holder | $47 | $220-78.5% | $5,349-99.1% | $292-83.8% |