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 |
|---|---|---|
NATIONWIDE3+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $28,583 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 13 · EIN 94-3324288 2125 OAK GROVE ROAD · WALNUT CREEK, CA 94598 | Contract Administrator | $500 |
SECURITIES AMERICA INC3+ years Service code 13 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Contract Administrator | $0 |
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 | $11,645 | $47,448-75.5% | $94,993-87.7% | $62,292-81.3% |
| Participation rate | 71.5% | 66.5%+5.0pp | 73.9%-2.4pp | 69.5%+2.0pp |
| Annual return | 14.47% | 22.64%-8.2pp | 27.12%-12.7pp | 28.90%-14.4pp |
| Employer contribution / active EE | $889 | $1,300-31.7% | $2,603-65.9% | $2,042-56.5% |
| Participant deferral / active EE | $1,349 | $2,375-43.2% | $3,317-59.3% | $3,169-57.4% |
| Admin fee / account holder | $2 | $434-99.6% | $4,960-100.0% | $479-99.6% |