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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,028 |
CETERA ADVISOR NETWORKS LLC2 years Service code 27 · EIN 95-3845382 200 N PACIFIC COAST HWY STE 1200 · EL SUGUNDO, CA 902455672 | Advisory (Plan) | $5,352 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,998 | $58,264-67.4% | $86,612-78.1% | $71,457-73.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 11.49% | 21.63%-10.1pp | 591.07%-579.6pp | 28.85%-17.4pp |
| Employer contribution / active EE | $627 | $2,574-75.6% | $3,022-79.3% | $2,588-75.8% |
| Participant deferral / active EE | $1,024 | $3,436-70.2% | $4,438-76.9% | $4,289-76.1% |
| Admin fee / account holder | $170 | $1,057-83.9% | $5,614-97.0% | $1,587-89.3% |