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 |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,635 |
AMERICA'S 401K, INC.1 year Filed as: AMERICA S 401K INC Service code 15 · EIN 46-1923855 | Recordkeeping | $9,949 |
NATIONWIDE5+ years Service code 15 | Recordkeeping | $5,942 |
AMERICA'S 401K, INC.1 year Filed as: AMERICA S 401K INC. Service code 15 | Recordkeeping | $3,448 |
Service code 33 3500 OAK LAWN AVE · DALLAS, TX 75219 | Recordkeeping fees; Securities broker... | $2,391 |
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 | $28,849 | $46,423-37.9% | $75,886-62.0% | $67,579-57.3% |
| Participation rate | 37.8% | 63.1%-25.3pp | 69.3%-31.5pp | 71.3%-33.5pp |
| Annual return | 17.75% | 32.29%-14.5pp | 30.76%-13.0pp | 378.56%-360.8pp |
| Employer contribution / active EE | $330 | $1,406-76.5% | $2,500-86.8% | $2,148-84.6% |
| Participant deferral / active EE | $1,604 | $2,564-37.5% | $3,603-55.5% | $3,539-54.7% |
| Admin fee / account holder | $189 | $132+43.3% | $5,418-96.5% | $142+32.7% |