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 7-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 |
|---|---|---|
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $8,312 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,066 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,575 | $56,485-60.0% | $185,823-87.9% | $86,799-74.0% |
| Participation rate | 26.1% | 65.5%-39.3pp | 81.7%-55.6pp | 72.3%-46.1pp |
| Annual return | 18.70% | 118.04%-99.3pp | 122.05%-103.3pp | 97.91%-79.2pp |
| Employer contribution / active EE | $293 | $1,843-84.1% | $5,167-94.3% | $2,405-87.8% |
| Participant deferral / active EE | $1,073 | $2,553-58.0% | $5,568-80.7% | $4,131-74.0% |
| Admin fee / account holder | $82 | $150-45.1% | $16,237-99.5% | $170-51.5% |