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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,718 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 52 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Indirect Investment Fees | $0 |
Annual investment return 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 | $10,386 | $51,769-79.9% | $57,343-81.9% | $52,331-80.2% |
| Participation rate | 89.3% | 75.2%+14.0pp | 75.1%+14.2pp | 68.1%+21.2pp |
| Annual return | -4.13% | 2.43%-6.6pp | 24.39%-28.5pp | 4.54%-8.7pp |
| Employer contribution / active EE | $871 | $2,335-62.7% | $2,689-67.6% | $1,882-53.7% |
| Participant deferral / active EE | $2,407 | $2,794-13.9% | $3,162-23.9% | $3,022-20.4% |
| Admin fee / account holder | $59 | $295-79.8% | $3,356-98.2% | $592-89.9% |