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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $23,717 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 15 · EIN 20-3886993 | Recordkeeping | $5,576 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,968 | $58,264-86.3% | $86,612-90.8% | $71,457-88.8% |
| Participation rate | 80.5% | 65.0%+15.5pp | 71.7%+8.8pp | 67.9%+12.6pp |
| Annual return | 15.93% | 21.63%-5.7pp | 591.07%-575.1pp | 28.85%-12.9pp |
| Employer contribution / active EE | $882 | $2,574-65.7% | $3,022-70.8% | $2,588-65.9% |
| Participant deferral / active EE | $1,267 | $3,436-63.1% | $4,438-71.5% | $4,289-70.5% |
| Admin fee / account holder | $36 | $1,057-96.6% | $5,614-99.4% | $1,587-97.7% |