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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $54,084 |
THE BENEFIT ADVANTAGE, INC.5 years Filed as: THE BENEFIT ADVANTAGE Service code 13 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Contract Administrator | $3,250 |
IRON-CO-FID-COMPREHENSIVE5 years Filed as: IRON-CO-FID-3(21) Service code 27 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $2,686 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,511 | $106,236-71.3% | $112,228-72.8% | $64,808-52.9% |
| Participation rate | 69.6% | 71.7%-2.1pp | 75.1%-5.5pp | 71.5%-1.9pp |
| Annual return | -13.55% | -6.02%-7.5pp | 27.45%-41.0pp | 32.82%-46.4pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,635-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,087 | $3,785+34.4% | $4,728+7.6% | $4,310+18.0% |
| Admin fee / account holder | $117 | $452-74.1% | $6,410-98.2% | $188-37.6% |