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 |
|---|---|---|
NATIONWIDE4+ years Service code 18 · EIN 31-4156830 | Custodial (other than securities); Re... | $39,116 |
BENEFITS 21 LLC4+ years Service code 14 · EIN 38-3839452 | Plan Administrator | $13,115 |
Filed as: HANLON INVESTMENT MANAGEMENT, INC. Service code 26 · EIN 22-3723068 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,760 | $79,523-38.7% | $140,016-65.2% | $56,287-13.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -5.82% | 2.39%-8.2pp | 651.12%-656.9pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,250 | $3,350-32.8% | $5,606-59.9% | $2,111+6.6% |
| Participant deferral / active EE | $5,042 | $5,129-1.7% | $6,927-27.2% | $3,350+50.5% |
| Admin fee / account holder | $304 | $614-50.6% | $10,705-97.2% | $521-41.7% |