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 8-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 |
|---|---|---|
NATIONWIDE2 years Service code 65 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $12,133 |
HICKS PENSION SERVICES2 years Service code 14 · EIN 77-0155091 555 CHORRO STREET · SAN LUIS OBISPO, CA 93405 | Plan Administrator | $1,222 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 554740000 | Advisory (Participants) | $0 |
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 | $2,439 | $65,376-96.3% | $87,100-97.2% | $65,185-96.3% |
| Participation rate | 95.9% | 75.3%+20.5pp | 76.9%+19.0pp | 70.2%+25.7pp |
| Annual return | 24.27% | 31.27%-7.0pp | 28.19%-3.9pp | 29.38%-5.1pp |
| Employer contribution / active EE | $888 | $1,822-51.3% | $2,521-64.8% | $2,177-59.2% |
| Participant deferral / active EE | $479 | $3,388-85.9% | $4,049-88.2% | $3,514-86.4% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |