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 Filed as: NATIONWIDE FINANCIAL Service code 10 · EIN 31-4156930 | Accounting | $27,702 |
TRUSTMARK NATIONAL BANK3+ years Service code 27 · EIN 64-0180810 | Advisory (Plan) | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,910 | $31,388-23.8% | $73,545-67.5% | $62,292-61.6% |
| Participation rate | 26.8% | 39.9%-13.1pp | 54.9%-28.1pp | 69.5%-42.7pp |
| Annual return | 16.51% | 25.34%-8.8pp | -15.16%+31.7pp | 28.90%-12.4pp |
| Employer contribution / active EE | $153 | $498-69.3% | $1,219-87.4% | $2,042-92.5% |
| Participant deferral / active EE | $574 | $1,028-44.2% | $1,806-68.2% | $3,169-81.9% |
| Admin fee / account holder | $285 | $299-4.6% | $2,320-87.7% | $479-40.4% |