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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,545 |
SECURITIES AMERICA INC1+ years Filed as: M & T SECURITIES Service code 55 285 DELAWARE AVENUE · BUFFALO, NY 14202 | Other Commissions | $5,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 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 | $19,493 | $50,898-61.7% | $171,082-88.6% | $55,167-64.7% |
| Participation rate | 52.2% | 63.3%-11.1pp | 76.7%-24.5pp | 69.0%-16.8pp |
| Annual return | 10.69% | 15.34%-4.7pp | 32.56%-21.9pp | 169.23%-158.5pp |
| Employer contribution / active EE | $118 | $1,433-91.8% | $4,002-97.1% | $1,963-94.0% |
| Participant deferral / active EE | $2,266 | $2,994-24.3% | $4,797-52.8% | $3,054-25.8% |
| Admin fee / account holder | $22 | $500-95.5% | $8,520-99.7% | $504-95.6% |