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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,560 |
THE BENEFIT ADVANTAGE, INC.8+ years Filed as: THE BENEFIT ADVANTAGE Service code 13 · EIN 38-3254950 3497 AUBURN RD · AUBURN HILLS, MI 48432 | Contract Administrator | $4,599 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL, LLC Service code 27 3497 AUBURN RD · SAN DIEGO, CA 92121 | 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,364 | $65,435+30.5% | $86,677-1.5% | $66,914+27.6% |
| Participation rate | 39.6% | 75.5%-35.9pp | 76.6%-37.0pp | 69.8%-30.2pp |
| Annual return | -23.83% | -10.89%-12.9pp | 35.91%-59.7pp | 1.58%-25.4pp |
| Employer contribution / active EE | $790 | $2,153-63.3% | $2,836-72.2% | $2,544-69.0% |
| Participant deferral / active EE | $1,682 | $4,100-59.0% | $4,656-63.9% | $4,237-60.3% |
| Admin fee / account holder | $481 | $642-25.0% | $7,493-93.6% | $593-18.9% |