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 CO FSB A DIV OF NW Service code 53 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Commissions | $10,499 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 15 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Recordkeeping | $0 |
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 | $18,860 | $70,908-73.4% | $98,907-80.9% | $73,488-74.3% |
| Participation rate | 71.1% | 73.8%-2.7pp | 76.0%-4.9pp | 70.7%+0.4pp |
| Annual return | 12.00% | 34.17%-22.2pp | 196.43%-184.4pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,118 | $2,036-45.1% | $2,689-58.4% | $2,270-50.7% |
| Participant deferral / active EE | $2,128 | $3,500-39.2% | $4,244-49.9% | $3,740-43.1% |
| Admin fee / account holder | $102 | $535-81.0% | $6,642-98.5% | $513-80.1% |