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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,220 |
MY BENEFITS, LLC1 year Filed as: MY BENEFITS Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $2,394 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 16 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Consulting | $1,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,292 | $46,173-64.7% | $170,442-90.4% | $69,631-76.6% |
| Participation rate | 17.7% | 63.9%-46.2pp | 83.6%-65.9pp | 70.7%-53.0pp |
| Annual return | 11.55% | 21.62%-10.1pp | 205.93%-194.4pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $711 | $2,080-65.8% | $4,939-85.6% | $3,224-77.9% |
| Admin fee / account holder | $193 | $116+66.0% | $13,880-98.6% | $110+74.3% |