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 |
|---|---|---|
NATIONWIDE4 years Filed as: NATIONWIDE LIFE INSURNCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $22,254 |
Service code 14 · EIN 66-0708309 | Plan Administrator | $12,667 |
NATIONWIDE5 years Filed as: NATIONWIDE PLANNING ASSOCIATES Service code 71 115 W CENTURY RD STE 360 · PARAMUS, NJ 076520000 | Brokerage Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
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 | $40,395 | $130,194-69.0% | $169,993-76.2% | $71,457-43.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 12.47% | 20.37%-7.9pp | 53.37%-40.9pp | 28.85%-16.4pp |
| Employer contribution / active EE | $2,451 | $4,381-44.0% | $6,785-63.9% | $2,588-5.3% |
| Participant deferral / active EE | $2,056 | $6,923-70.3% | $10,408-80.2% | $4,289-52.1% |
| Admin fee / account holder | $309 | $966-68.0% | $12,815-97.6% | $1,587-80.5% |