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 |
|---|---|---|
NATIONWIDE3+ years Service code 18 · EIN 31-4156830 | Account maintenance fees; Custodial (... | $32,624 |
BENEFITS 21 LLC3+ years Service code 14 · EIN 38-3839452 | Plan Administrator | $11,756 |
Filed as: HANLON INVESTMENT MANAGEMENT, INC. Service code 26 · EIN 22-3723068 | Advisory (Participants) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,872 | $89,739-44.4% | $149,718-66.7% | $62,292-19.9% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.79% | 21.01%-1.2pp | 1501.63%-1481.8pp | 28.90%-9.1pp |
| Employer contribution / active EE | $2,252 | $3,233-30.3% | $5,445-58.6% | $2,042+10.3% |
| Participant deferral / active EE | $5,095 | $4,797+6.2% | $6,569-22.4% | $3,169+60.8% |
| Admin fee / account holder | $255 | $551-53.7% | $11,283-97.7% | $479-46.8% |