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 Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $19,499 |
ASCENSUS LLC3 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 15 · EIN 72-1450587 | Recordkeeping | $625 |
Filed as: AVANTAX INSURANCE AGENCY, LLC Service code 12 3200 OLYMPUS BLVD STE 100 · DALLAS, TX 75019 | Claims processing | $0 |
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX WEALTH MANAGEMENT Service code 28 6333 N STATE HWY #161 4TH FLOOR · IRVING, TX 75038 | Investment Management | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,336 | $52,293-47.7% | $178,490-84.7% | $73,409-62.8% |
| Participation rate | 23.9% | 65.3%-41.5pp | 81.9%-58.0pp | 72.2%-48.3pp |
| Annual return | 15.41% | 34.75%-19.3pp | 151.07%-135.7pp | 59.29%-43.9pp |
| Employer contribution / active EE | $26 | $1,735-98.5% | $5,011-99.5% | $2,234-98.9% |
| Participant deferral / active EE | $263 | $2,332-88.7% | $5,202-95.0% | $3,805-93.1% |
| Admin fee / account holder | $7 | $127-94.3% | $13,984-99.9% | $158-95.4% |