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 |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,288 |
DEFINITI LLC1 year Service code 15 · EIN 85-0833363 | Recordkeeping | $6,752 |
NATIONWIDE6+ years Service code 15 | Recordkeeping | $6,189 |
Service code 33 3500 OAK LAWN AVE · DALLAS, TX 75219 | Securities brokerage; Insurance broke... | $2,662 |
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 | $35,925 | $51,288-30.0% | $81,983-56.2% | $73,409-51.1% |
| Participation rate | 37.5% | 64.0%-26.5pp | 69.2%-31.7pp | 72.2%-34.7pp |
| Annual return | 15.67% | 29.48%-13.8pp | 41.31%-25.6pp | 59.29%-43.6pp |
| Employer contribution / active EE | $350 | $1,487-76.4% | $2,498-86.0% | $2,234-84.3% |
| Participant deferral / active EE | $1,690 | $2,715-37.8% | $3,722-54.6% | $3,805-55.6% |
| Admin fee / account holder | $138 | $125+10.3% | $5,664-97.6% | $158-12.4% |