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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $43,635 |
Filed as: BOON ADMINISTRATIVE SERVICES Service code 49 6300 BRIDGEPOINT PKWY BLDG 3 · AUSTIN, TX 78730 | Other Services | $0 |
NFP RETIREMENT INC4 years Filed as: KESTRA FINANCIAL/NFP ADVISOR SERV Service code 49 3600 BRIDGEPOINT PKWY BLDG 3 · AUSTIN, TX 78730 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,242 | $40,385-79.6% | $80,569-89.8% | $74,419-88.9% |
| Participation rate | 83.3% | 47.4%+35.9pp | 67.0%+16.3pp | 70.7%+12.6pp |
| Annual return | 16.68% | 164.85%-148.2pp | 935.43%-918.8pp | 34.38%-17.7pp |
| Employer contribution / active EE | $3,074 | $1,496+105.4% | $2,723+12.9% | $2,637+16.5% |
| Participant deferral / active EE | $28 | $2,674-98.9% | $4,447-99.4% | $4,528-99.4% |
| Admin fee / account holder | $83 | $720-88.4% | $5,377-98.5% | $348-76.1% |