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 Service code 15 · EIN 31-4156830 | Recordkeeping | $11,973 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,122 | $51,620-88.1% | $90,281-93.2% | $65,185-90.6% |
| Participation rate | 77.4% | 68.6%+8.8pp | 73.3%+4.1pp | 70.2%+7.2pp |
| Annual return | 20.53% | 24.94%-4.4pp | 78.10%-57.6pp | 29.38%-8.9pp |
| Employer contribution / active EE | $855 | $2,235-61.7% | $2,854-70.1% | $2,177-60.7% |
| Participant deferral / active EE | $770 | $2,871-73.2% | $3,885-80.2% | $3,514-78.1% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |