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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Claims processing; Recordkeeping fees | $17,028 |
UNITED BENEFIT PENSIONS INC.3+ years Service code 13 · EIN 36-4517541 35 PINELAWN ROAD · MELVILLE, NY 11747 | Contract Administrator | $2,554 |
UBS FINANCIAL SERVICES INC3+ 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 | $51,874 | $58,726-11.7% | $92,233-43.8% | $62,292-16.7% |
| Participation rate | 59.4% | 68.3%-8.9pp | 76.5%-17.1pp | 69.5%-10.1pp |
| Annual return | 31.60% | 43.62%-12.0pp | 176.28%-144.7pp | 28.90%+2.7pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,473 | $2,766+25.6% | $3,897-10.9% | $3,169+9.6% |
| Admin fee / account holder | $25 | $556-95.6% | $5,194-99.5% | $479-94.9% |