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 |
|---|---|---|
BENEFIT ADMINISTRATION, INC.3+ years Service code 99 · EIN 39-1884254 400 AHNAIP STREET, SUITE 200 · MENASHA, WI 54952 | Other Fees | $5,309 |
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,914 |
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 | $81,833 | $67,606+21.0% | $82,313-0.6% | $70,131+16.7% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.9%+7.1pp | 69.5%+14.4pp |
| Annual return | 13.71% | 21.57%-7.9pp | 25.88%-12.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,951 | $1,755+11.2% | $2,428-19.7% | $2,342-16.7% |
| Participant deferral / active EE | $4,687 | $2,987+56.9% | $3,706+26.5% | $3,332+40.7% |
| Admin fee / account holder | $34 | $4,512-99.3% | $5,608-99.4% | $4,645-99.3% |