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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,612 |
THE BENEFIT ADVANTAGE, INC.7+ years Filed as: THE BENEFIT ADVANTAGE Service code 15 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Recordkeeping | $4,977 |
MMA SECURITIES LLC1 year Service code 17 1166 AVENUE OF THE AMERICAS · NEW YORK, NC 10036 | Pension Consulting | $0 |
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,667 | $56,485-77.6% | $185,823-93.2% | $86,799-85.4% |
| Participation rate | 49.8% | 65.5%-15.7pp | 81.7%-31.9pp | 72.3%-22.5pp |
| Annual return | 11.21% | 118.04%-106.8pp | 122.05%-110.8pp | 97.91%-86.7pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $787 | $2,553-69.2% | $5,568-85.9% | $4,131-81.0% |
| Admin fee / account holder | $0 | $150-100.0% | $16,237-100.0% | $170-100.0% |