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 |
|---|---|---|
M HOLDINGS SECURITIES INC5 years Filed as: M HOLDINGS Service code 99 · EIN 91-1802259 1125 NW COUCH ST #900 · PORTLAND, OR 97209 | Other Fees | $58,487 |
NATIONWIDE11+ years Service code 99 · EIN 31-4177100 | Other Fees | $32,062 |
THE BENEFIT ADVANTAGE, INC.2 years Filed as: THE BENEFIT ADVANTAGE Service code 13 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Contract Administrator | $4,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,313 | $61,058+67.6% | $71,209+43.7% | $85,563+19.6% |
| Participation rate | 35.7% | 58.6%-22.8pp | 73.8%-38.0pp | 66.0%-30.3pp |
| Annual return | 12.41% | 100.41%-88.0pp | 282.51%-270.1pp | 31.51%-19.1pp |
| Employer contribution / active EE | $1,368 | $2,199-37.8% | $2,721-49.7% | $2,654-48.4% |
| Participant deferral / active EE | $2,487 | $3,173-21.6% | $4,175-40.4% | $4,375-43.2% |
| Admin fee / account holder | $313 | $855-63.4% | $5,349-94.2% | $834-62.5% |