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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,704 |
ACUFF & ASSOCIATES, INC.1 year Filed as: ACUFF & ASSOCIATES Service code 14 · EIN 62-1477251 210 WESTWOOD PLACE, SUITE 100 · BRENTWOOD, TN 37027 | Plan Administrator | $10,302 |
1ST GLOBAL CAPITAL CORP3 years 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.
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 | $151,932 | $56,972+166.7% | $182,532-16.8% | $65,185+133.1% |
| Participation rate | 16.4% | 66.5%-50.1pp | 78.0%-61.5pp | 70.2%-53.8pp |
| Annual return | 20.75% | 27.67%-6.9pp | 148.54%-127.8pp | 29.38%-8.6pp |
| Employer contribution / active EE | $605 | $1,615-62.6% | $4,076-85.2% | $2,177-72.2% |
| Participant deferral / active EE | $1,518 | $3,526-57.0% | $5,524-72.5% | $3,514-56.8% |
| Admin fee / account holder | $265 | $528-49.9% | $8,592-96.9% | $847-68.8% |