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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $32,330 |
LIGHTHOUSE ADVISORY SERVICES2 years Service code 26 · EIN 83-3037363 | Advisory (Participants) | $21,458 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $4,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,683 | $46,292-57.5% | $143,757-86.3% | $64,808-69.6% |
| Participation rate | 31.6% | 64.2%-32.6pp | 80.3%-48.7pp | 71.5%-39.8pp |
| Annual return | -17.67% | -10.05%-7.6pp | -0.04%-17.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $862 | $1,910-54.8% | $4,951-82.6% | $2,506-65.6% |
| Participant deferral / active EE | $1,016 | $2,646-61.6% | $5,637-82.0% | $4,310-76.4% |
| Admin fee / account holder | $226 | $154+47.1% | $14,673-98.5% | $188+20.4% |