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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,413 |
THE BENEFIT ADVANTAGE, INC.3 years Filed as: THE BENEFIT ADVANTAGE Service code 13 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Contract Administrator | $27,030 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID-3(21) Service code 27 · EIN 26-2409128 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $2,339 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NV 10004 | Insurance Broker | $0 |
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 | $35,200 | $91,517-61.5% | $101,248-65.2% | $73,409-52.0% |
| Participation rate | 78.1% | 73.8%+4.3pp | 75.8%+2.2pp | 72.2%+5.9pp |
| Annual return | 12.67% | 17.17%-4.5pp | 46.47%-33.8pp | 59.29%-46.6pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,632 | $3,338+68.7% | $4,370+28.9% | $3,805+48.0% |
| Admin fee / account holder | $123 | $216-43.0% | $5,945-97.9% | $158-22.0% |