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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,277 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 52 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,386 | $52,467-72.6% | $57,179-74.8% | $55,167-73.9% |
| Participation rate | 69.4% | 75.8%-6.5pp | 75.3%-6.0pp | 69.0%+0.4pp |
| Annual return | 8.52% | 7.72%+0.8pp | 14.59%-6.1pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,469 | $2,477-40.7% | $2,682-45.2% | $1,963-25.1% |
| Participant deferral / active EE | $1,342 | $2,830-52.6% | $3,096-56.7% | $3,054-56.1% |
| Admin fee / account holder | $72 | $269-73.2% | $3,139-97.7% | $504-85.7% |