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 |
|---|---|---|
Service code 26 2301 ROSECRANS AVE · EL SEGUNDO, CA 902455670 | Advisory (Participants) | $14,001 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,100 |
LONG ISLAND EMPLOYEE BENEFITS GROUP10+ years Service code 14 325 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Plan Administrator | $8,787 |
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,499 | $69,763-76.3% | $67,502-75.6% | $74,495-77.9% |
| Participation rate | 80.3% | 71.4%+9.0pp | 72.9%+7.5pp | 67.2%+13.1pp |
| Annual return | 12.08% | -40.34%+52.4pp | 3512.12%-3500.0pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $641 | $2,704-76.3% | $2,731-76.5% | $2,623-75.6% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $20 | $896-97.8% | $3,998-99.5% | $1,942-99.0% |