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 |
|---|---|---|
BENEFITS 21 LLC4+ years Service code 49 833 ROUTE 37 WEST · TOMS RIVER, NJ 087555038 | Other Services | $20,784 |
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,801 |
HOLMAN FRENIA ALLISON PC4+ years Service code 10 10 ALLEN STREET · TOMS RIVER, NJ 08755 | Accounting | $6,350 |
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 | $31,166 | $51,620-39.6% | $90,281-65.5% | $65,185-52.2% |
| Participation rate | 93.9% | 68.6%+25.3pp | 73.3%+20.6pp | 70.2%+23.7pp |
| Annual return | 3.06% | 24.94%-21.9pp | 78.10%-75.0pp | 29.38%-26.3pp |
| Employer contribution / active EE | $4,954 | $2,235+121.7% | $2,854+73.6% | $2,177+127.6% |
| Participant deferral / active EE | $911 | $2,871-68.2% | $3,885-76.5% | $3,514-74.1% |
| Admin fee / account holder | $279 | $384-27.5% | $5,351-94.8% | $847-67.1% |