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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,067 |
Service code 27 · EIN 26-2219855 396 COMMONWEALTH ST UNIT D2A · BOSTON, MA 02215 | Advisory (Plan) | $5,340 |
Service code 13 · EIN 04-2753601 50 ENERGY DRIVE · CANTON, MA 020212863 | Contract Administrator | $798 |
Filed as: ROYAL ALLIANCE ASSOC, INC Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,873 | $62,928-68.4% | $172,739-88.5% | $67,579-70.6% |
| Participation rate | 16.8% | 64.5%-47.7pp | 82.6%-65.9pp | 71.3%-54.5pp |
| Annual return | 26.85% | 30.36%-3.5pp | 802.84%-776.0pp | 378.56%-351.7pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $369 | $2,145-82.8% | $5,198-92.9% | $3,539-89.6% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |