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 LLC5+ years Service code 49 833 ROUTE 37 WEST · TOMS RIVER, NJ 087555038 | Other Services | $24,023 |
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,201 |
HOLMAN FRENIA ALLISON PC5+ years Service code 10 10 ALLEN STREET · TOMS RIVER, NJ 08755 | Accounting | $6,500 |
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 | $35,000 | $66,124-47.1% | $90,404-61.3% | $73,488-52.4% |
| Participation rate | 99.2% | 69.7%+29.6pp | 72.7%+26.6pp | 70.7%+28.6pp |
| Annual return | 0.41% | 17.65%-17.2pp | 1293.02%-1292.6pp | 28.51%-28.1pp |
| Employer contribution / active EE | $4,505 | $2,346+92.0% | $3,262+38.1% | $2,270+98.5% |
| Participant deferral / active EE | $870 | $3,039-71.4% | $3,963-78.1% | $3,740-76.7% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |