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+ years Service code 10 · EIN 31-4156930 | Accounting | $10,757 |
TRUSTMARK NATIONAL BANK1+ years Service code 15 · EIN 64-0180810 | Recordkeeping | $7,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,254 | $75,828-86.5% | $147,614-93.1% | $59,632-82.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.45% | 0.37%-2.8pp | 61.98%-64.4pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $1,368 | $3,485-60.8% | $5,564-75.4% | $2,203-37.9% |
| Participant deferral / active EE | $681 | $3,130-78.2% | $4,895-86.1% | $3,192-78.7% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |