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 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,640 |
THE BENEFIT ADVANTAGE, INC.3+ years Filed as: THE BENEFIT ADVANTAGE Service code 15 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Recordkeeping | $6,305 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,959 | $46,173-84.9% | $170,442-95.9% | $69,631-90.0% |
| Participation rate | 43.5% | 63.9%-20.4pp | 83.6%-40.1pp | 70.7%-27.2pp |
| Annual return | 11.78% | 21.62%-9.8pp | 205.93%-194.2pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $650 | $2,080-68.8% | $4,939-86.8% | $3,224-79.8% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |