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 Service code 15 ONE NATIONWIDE PLZ · COLUMBUS, OH 43215 | Recordkeeping | $23,436 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $5,826 |
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 | $56,275 | $64,348-12.5% | $90,160-37.6% | $70,131-19.8% |
| Participation rate | 90.0% | 70.4%+19.6pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 16.13% | 28.13%-12.0pp | 34.88%-18.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,095 | $2,046+51.3% | $3,318-6.7% | $2,342+32.1% |
| Participant deferral / active EE | $9,111 | $4,389+107.6% | $5,288+72.3% | $3,332+173.5% |
| Admin fee / account holder | $0 | $3,944-100.0% | $5,943-100.0% | $4,645-100.0% |