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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,367 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 28 3515 PELHAM ROAD, SUITE 100 · GREENVILLE, SC 29615 | Investment Management | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,120 | $57,976-36.0% | $62,995-41.1% | $62,292-40.4% |
| Participation rate | 64.3% | 75.9%-11.6pp | 74.8%-10.5pp | 69.5%-5.2pp |
| Annual return | 14.32% | 17.54%-3.2pp | 87.57%-73.2pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,204 | $2,415-50.1% | $2,759-56.4% | $2,042-41.1% |
| Participant deferral / active EE | $1,439 | $2,956-51.3% | $3,329-56.8% | $3,169-54.6% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |