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 |
|---|---|---|
NATIONWIDE2+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $26,678 |
RPS PLAN ADMINISTRATORS2+ years Service code 13 · EIN 84-1096179 7100 E BELLEVIEW AVE STE 300 · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $9,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,325 | $44,425-13.7% | $67,834-43.5% | $55,167-30.5% |
| Participation rate | 33.3% | 59.7%-26.4pp | 68.8%-35.5pp | 69.0%-35.7pp |
| Annual return | 14.15% | 17.80%-3.7pp | 138.47%-124.3pp | 169.23%-155.1pp |
| Employer contribution / active EE | $530 | $1,351-60.8% | $2,403-77.9% | $1,963-73.0% |
| Participant deferral / active EE | $1,440 | $2,166-33.5% | $3,160-54.4% | $3,054-52.9% |
| Admin fee / account holder | $525 | $530-1.0% | $4,622-88.6% | $504+4.2% |