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 |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,731 |
Filed as: ALL VALLEY ADMINISTRATORS LLC Service code 15 7525 N. CEDAR AVE, STE 109 · FRESNO, CA 93720 | Recordkeeping | $4,168 |
IRON-CO-FID-COMPREHENSIVE5+ years Service code 28 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Investment Management | $2,278 |
MOORE GRIDER & COMPANY1 year Service code 10 325 E SIERRA AVE · FRESNO, CA 93710 | Accounting | $1,875 |
Filed as: AMERIPRISE FINANCIAL Service code 28 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | 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 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 | $21,596 | $40,522-46.7% | $84,611-74.5% | $67,579-68.0% |
| Participation rate | 16.2% | 51.1%-34.9pp | 68.2%-52.0pp | 71.3%-55.0pp |
| Annual return | 20.35% | 32.72%-12.4pp | 258.74%-238.4pp | 378.56%-358.2pp |
| Employer contribution / active EE | $295 | $1,146-74.2% | $2,652-88.9% | $2,148-86.3% |
| Participant deferral / active EE | $788 | $2,132-63.0% | $3,899-79.8% | $3,539-77.7% |
| Admin fee / account holder | $59 | $145-59.5% | $4,912-98.8% | $142-58.6% |