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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,636 |
THE BENEFIT ADVANTAGE, INC.5+ years Filed as: THE BENEFIT ADVANTAGE Service code 15 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Recordkeeping | $7,543 |
Filed as: THE O.N. EQUITY SALES CO Service code 33 · EIN 31-0742113 P.O. BOX 371 · CINCINNATI, OH 452010371 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,266 | $62,928-85.3% | $172,739-94.6% | $67,579-86.3% |
| Participation rate | 48.9% | 64.5%-15.6pp | 82.6%-33.8pp | 71.3%-22.4pp |
| Annual return | 17.67% | 30.36%-12.7pp | 802.84%-785.2pp | 378.56%-360.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $704 | $2,145-67.2% | $5,198-86.5% | $3,539-80.1% |
| Admin fee / account holder | $0 | $167-99.9% | $13,954-100.0% | $142-99.9% |