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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $8,712 |
Filed as: HUNNEX AND SHOEMAKER, INC Service code 13 · EIN 91-1072394 | Contract Administrator | $525 |
LPL FINANCIAL3+ years Service code 22 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,849 | $46,297+3.4% | $71,671-33.2% | $62,292-23.2% |
| Participation rate | 32.3% | 60.6%-28.3pp | 68.7%-36.4pp | 69.5%-37.2pp |
| Annual return | 11.57% | 22.32%-10.8pp | 20.65%-9.1pp | 28.90%-17.3pp |
| Employer contribution / active EE | $310 | $1,412-78.1% | $2,460-87.4% | $2,042-84.8% |
| Participant deferral / active EE | $1,322 | $2,235-40.8% | $3,438-61.5% | $3,169-58.3% |
| Admin fee / account holder | $0 | $461-100.0% | $5,558-100.0% | $479-100.0% |