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 Filed as: NATIONWIDE TRUST CO FSB A DIV OF NW Service code 53 · EIN 31-1592130 10 W NATIONWIDE BLVD, 5-05-111V · COLUMBUS, OH 43215 | Insurance Commissions | $8,574 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,650 | $58,083-74.8% | $80,019-81.7% | $56,287-74.0% |
| Participation rate | 78.2% | 73.6%+4.6pp | 75.8%+2.4pp | 69.9%+8.3pp |
| Annual return | -5.48% | 34.61%-40.1pp | 11.22%-16.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,587 | $1,932-17.9% | $2,468-35.7% | $2,111-24.8% |
| Participant deferral / active EE | $2,511 | $3,135-19.9% | $3,686-31.9% | $3,350-25.0% |
| Admin fee / account holder | $94 | $623-84.9% | $6,521-98.6% | $521-82.0% |