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 |
|---|---|---|
NATIONWIDE5+ years Service code 18 · EIN 31-4156830 | Account maintenance fees; Custodial (... | $76,942 |
BENEFITS 21 LLC5+ years Service code 14 · EIN 38-3839452 2 BRIDGE AVENUE · RED BANK, NJ 07701 | Plan Administrator | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $105,767 | $83,477+26.7% | $125,175-15.5% | $72,985+44.9% |
| Participation rate | 16.2% | 73.3%-57.1pp | 79.8%-63.6pp | 69.5%-53.3pp |
| Annual return | -73.66% | 25.78%-99.4pp | 43.79%-117.5pp | 81.00%-154.7pp |
| Employer contribution / active EE | $1,635 | $2,345-30.3% | $3,865-57.7% | $2,440-33.0% |
| Participant deferral / active EE | $3,353 | $3,585-6.5% | $4,937-32.1% | $3,607-7.0% |
| Admin fee / account holder | $4,311 | $5,517-21.9% | $9,702-55.6% | $5,124-15.9% |