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 |
|---|---|---|
NATIONWIDE4+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $33,994 |
CETERA ADVISOR NETWORKS LLC4+ years Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 13 · EIN 94-3324288 2125 OAK GROVE ROAD · WALNUT CREEK, CA 94598 | Contract Administrator | $400 |
SECURITIES AMERICA INC4+ years Service code 13 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Contract Administrator | $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 | $11,734 | $45,825-74.4% | $90,645-87.1% | $56,287-79.2% |
| Participation rate | 64.2% | 66.7%-2.5pp | 74.0%-9.9pp | 69.9%-5.7pp |
| Annual return | -6.87% | 38.64%-45.5pp | 1.88%-8.8pp | -9.96%+3.1pp |
| Employer contribution / active EE | $922 | $1,372-32.8% | $2,532-63.6% | $2,111-56.3% |
| Participant deferral / active EE | $1,431 | $2,562-44.2% | $3,425-58.2% | $3,350-57.3% |
| Admin fee / account holder | $1 | $413-99.7% | $4,994-100.0% | $521-99.7% |