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 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,329 |
1ST GLOBAL CAPITAL CORP1 year Service code 55 PO BOX 743248 · DALLAS, TX 75374 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $120,557 | $52,639+129.0% | $185,117-34.9% | $62,292+93.5% |
| Participation rate | 19.0% | 63.9%-44.9pp | 77.3%-58.3pp | 69.5%-50.5pp |
| Annual return | 11.47% | 19.57%-8.1pp | 40.50%-29.0pp | 28.90%-17.4pp |
| Employer contribution / active EE | $805 | $1,483-45.7% | $4,182-80.8% | $2,042-60.6% |
| Participant deferral / active EE | $1,909 | $3,097-38.4% | $5,045-62.2% | $3,169-39.8% |
| Admin fee / account holder | $9 | $374-97.7% | $8,159-99.9% | $479-98.2% |