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 |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Claims processing; Recordkeeping fees | $14,281 |
UNITED BENEFIT PENSIONS INC.2+ years Service code 13 · EIN 36-4517541 35 PINELAWN ROAD · MELVILLE, NY 11747 | Contract Administrator | $3,033 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES AGENCY INC. Service code 22 1200 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,097 | $52,884-24.2% | $84,750-52.7% | $55,167-27.3% |
| Participation rate | 59.8% | 67.5%-7.7pp | 76.6%-16.8pp | 69.0%-9.2pp |
| Annual return | 7.88% | 18.03%-10.1pp | 22.78%-14.9pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,549 | $2,644+34.2% | $3,712-4.4% | $3,054+16.2% |
| Admin fee / account holder | $51 | $581-91.2% | $5,332-99.0% | $504-89.9% |