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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $14,054 |
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 | $7,351 | $66,124-88.9% | $90,404-91.9% | $73,488-90.0% |
| Participation rate | 81.3% | 69.7%+11.6pp | 72.7%+8.6pp | 70.7%+10.6pp |
| Annual return | 12.75% | 17.65%-4.9pp | 1293.02%-1280.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $918 | $2,346-60.9% | $3,262-71.9% | $2,270-59.6% |
| Participant deferral / active EE | $1,006 | $3,039-66.9% | $3,963-74.6% | $3,740-73.1% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |