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 64 · EIN 31-1592130 ONE NATINWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $8,157 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,829 | $52,467-77.5% | $57,179-79.3% | $55,167-78.6% |
| Participation rate | 16.3% | 75.8%-59.6pp | 75.3%-59.1pp | 69.0%-52.7pp |
| Annual return | 5.81% | 7.72%-1.9pp | 14.59%-8.8pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,682-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $170 | $2,830-94.0% | $3,096-94.5% | $3,054-94.4% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |