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 32 ONE NATIONWIDE PLAZA · COLUMBUS, OH 93215 | Real estate brokerage | $21,810 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN INVESTORS COMPANY Service code 32 · EIN 94-2936206 2440 CAMINO RAMON, STE 103 · SAN RAMON, CA 94583 | Real estate brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $40,894 | $39,122+4.5% | $57,179-28.5% | $62,891-35.0% |
| Participation rate | 47.9% | 70.5%-22.6pp | 75.3%-27.4pp | 69.3%-21.4pp |
| Annual return | 7.31% | 9.23%-1.9pp | 14.59%-7.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,873 | $2,374+21.0% | $3,096-7.2% | $3,203-10.3% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |