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 | $6,757 |
MYBENEFITS1 year Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $2,584 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 48760 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $1,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $17,309 | $46,173-62.5% | $170,442-89.8% | $69,631-75.1% |
| Participation rate | 11.2% | 63.9%-52.7pp | 83.6%-72.4pp | 70.7%-59.5pp |
| Annual return | 11.59% | 21.62%-10.0pp | 205.93%-194.3pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $191 | $2,080-90.8% | $4,939-96.1% | $3,224-94.1% |
| Admin fee / account holder | $111 | $116-4.4% | $13,880-99.2% | $110+0.4% |