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 |
|---|---|---|
THE RETIREMENT ADVANTAGE INC7 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 14 · EIN 39-1816008 | Plan Administrator | $22,718 |
INVISTA ADVISORS4 years Service code 14 · EIN 63-1204395 | Plan Administrator | $17,108 |
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,521 | $78,483-71.3% | $106,201-78.8% | $74,546-69.8% |
| Participation rate | 62.7% | 72.8%-10.1pp | 75.3%-12.6pp | 67.2%-4.5pp |
| Annual return | 12.88% | 15.94%-3.1pp | 116.26%-103.4pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $1,403 | $2,522-44.4% | $3,170-55.7% | $2,624-46.5% |
| Participant deferral / active EE | $1,982 | $4,320-54.1% | $5,012-60.4% | $4,347-54.4% |
| Admin fee / account holder | $138 | $2,236-93.8% | $11,039-98.8% | $1,944-92.9% |