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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $14,918 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 15 · EIN 20-3886993 | Recordkeeping | $4,774 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,155 | $51,197-86.0% | $82,719-91.4% | $66,914-89.3% |
| Participation rate | 80.9% | 67.8%+13.1pp | 72.6%+8.4pp | 69.8%+11.1pp |
| Annual return | -17.72% | -9.64%-8.1pp | 701.18%-718.9pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,209 | $2,611-53.7% | $3,009-59.8% | $2,544-52.5% |
| Participant deferral / active EE | $1,335 | $3,458-61.4% | $4,395-69.6% | $4,237-68.5% |
| Admin fee / account holder | $0 | $416-100.0% | $5,329-100.0% | $593-100.0% |