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 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,223 |
SEASIDE ADVISORY SERVICES, INC.3+ years Service code 26 · EIN 33-0915734 2032 CORTE DEL NOGAL SUITE 100 · CARLSBAD, CA 92011 | Advisory (Participants) | $7,848 |
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 | $15,964 | $47,977-66.7% | $154,107-89.6% | $56,287-71.6% |
| Participation rate | 31.1% | 66.2%-35.1pp | 83.0%-51.9pp | 69.9%-38.8pp |
| Annual return | 4.17% | 3.54%+0.6pp | 735.12%-730.9pp | -9.96%+14.1pp |
| Employer contribution / active EE | $534 | $2,169-75.4% | $5,298-89.9% | $2,111-74.7% |
| Participant deferral / active EE | $717 | $2,392-70.0% | $5,081-85.9% | $3,350-78.6% |
| Admin fee / account holder | $257 | $438-41.3% | $13,411-98.1% | $521-50.6% |