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 9-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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,625 |
Service code 27 · EIN 95-3845382 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455672 | Advisory (Plan) | $8,437 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $16,571 | $92,703-82.1% | $82,719-80.0% | $134,475-87.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.04% | 944.92%-958.0pp | 701.18%-714.2pp | 417.96%-431.0pp |
| Employer contribution / active EE | $3,282 | $3,274+0.2% | $3,009+9.1% | $4,740-30.8% |
| Participant deferral / active EE | $5,131 | $4,802+6.8% | $4,395+16.7% | $6,400-19.8% |
| Admin fee / account holder | $158 | $5,983-97.4% | $5,329-97.0% | $11,426-98.6% |