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 |
|---|---|---|
NATIONWIDE4 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $53,320 |
MOORE GRIDER & COMPANY3 years Filed as: MOORE GRIDER & COMPANY LLP Service code 10 325 E SIERRA AVE · FRESNO, CA 93711 | Accounting | $4,125 |
ACTIVE GRAPHICS, IC.2 years Filed as: ACTIVE CORE - PASSIVE TARGETDATE Service code 28 5440 W. 110TH ST. · SHAWNEE MISSION, KS 66211 | Investment Management | $2,984 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,289 | $34,677-30.0% | $77,024-68.5% | $64,808-62.5% |
| Participation rate | 19.1% | 49.8%-30.8pp | 67.9%-48.8pp | 71.5%-52.4pp |
| Annual return | -17.68% | -5.33%-12.4pp | 42.32%-60.0pp | 32.82%-50.5pp |
| Employer contribution / active EE | $488 | $1,370-64.4% | $2,812-82.6% | $2,506-80.5% |
| Participant deferral / active EE | $1,402 | $2,556-45.1% | $4,426-68.3% | $4,310-67.5% |
| Admin fee / account holder | $249 | $179+39.3% | $5,425-95.4% | $188+32.4% |