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 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,801 |
Service code 15 · EIN 93-1098102 PO BOX 10108 · EUGENE, OR 974402108 | Recordkeeping | $1,990 |
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 | $8,782 | $36,916-76.2% | $156,549-94.4% | $57,658-84.8% |
| Participation rate | 32.1% | 63.4%-31.3pp | 84.0%-51.9pp | 70.2%-38.1pp |
| Annual return | 7.22% | 12.38%-5.2pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $365 | $1,571-76.7% | $5,501-93.4% | $1,974-81.5% |
| Participant deferral / active EE | $464 | $1,926-75.9% | $4,871-90.5% | $3,061-84.8% |
| Admin fee / account holder | $28 | $82-66.0% | $13,027-99.8% | $95-70.3% |