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 |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,785 |
MOORE GRIDER & COMPANY1 year Filed as: MOORE GRIDER & COMPANY LLP Service code 10 325 E SIERRA AVE · FRESNO, CA 93711 | Accounting | $3,375 |
IRON-CO-FID-COMPREHENSIVE6+ years Service code 28 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Investment Management | $2,747 |
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 | $25,278 | $39,948-36.7% | $89,391-71.7% | $73,409-65.6% |
| Participation rate | 17.8% | 50.4%-32.6pp | 68.0%-50.2pp | 72.2%-54.4pp |
| Annual return | 16.20% | 50.12%-33.9pp | 245.62%-229.4pp | 59.29%-43.1pp |
| Employer contribution / active EE | $379 | $1,200-68.4% | $2,586-85.3% | $2,234-83.0% |
| Participant deferral / active EE | $1,016 | $2,193-53.6% | $3,890-73.9% | $3,805-73.3% |
| Admin fee / account holder | $39 | $134-71.0% | $4,881-99.2% | $158-75.4% |