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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $5,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,472 | $51,708-70.1% | $106,619-85.5% | $62,891-75.4% |
| Participation rate | 28.1% | 66.9%-38.7pp | 78.0%-49.9pp | 69.3%-41.2pp |
| Annual return | 5.38% | 4.69%+0.7pp | 9.42%-4.0pp | 20.14%-14.8pp |
| Employer contribution / active EE | $449 | $1,764-74.6% | $3,947-88.6% | $2,281-80.3% |
| Participant deferral / active EE | $491 | $2,315-78.8% | $3,930-87.5% | $3,203-84.7% |
| Admin fee / account holder | $139 | $3,349-95.8% | $6,418-97.8% | $4,296-96.8% |