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 |
|---|---|---|
Service code 13 · EIN 66-0708309 | Contract Administrator | $21,936 |
NATIONWIDE6 years Filed as: NATIONWIDE PLANNING ASSOCIATES Service code 27 115 W CENTURY RD STE 360 · PARAMUS, NJ 076520000 | Advisory (Plan) | $19,701 |
LUIS CANDELARIO ROSARIO4 years Service code 10 HC 71 BOX 7224 · CAYEY, PR 00736 | Accounting | $4,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHAD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,616 | $122,239-65.1% | $184,203-76.9% | $74,495-42.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 10.26% | 19.95%-9.7pp | 28.81%-18.6pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $2,741 | $4,537-39.6% | $6,427-57.4% | $2,623+4.5% |
| Participant deferral / active EE | $2,264 | $7,139-68.3% | $9,131-75.2% | $4,346-47.9% |
| Admin fee / account holder | $126 | $1,260-90.0% | $13,901-99.1% | $1,942-93.5% |