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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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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,379 |
THE BENEFIT ADVANTAGE, INC.1+ years Service code 15 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MA 48326 | Recordkeeping | $977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,868 | $58,879-78.1% | $178,490-92.8% | $73,488-82.5% |
| Participation rate | 66.1% | 66.2%-0.2pp | 81.9%-15.9pp | 70.7%-4.6pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.07%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,100 | $2,236-50.8% | $5,011-78.0% | $2,270-51.5% |
| Participant deferral / active EE | $1,785 | $2,567-30.5% | $5,202-65.7% | $3,740-52.3% |
| Admin fee / account holder | $11 | $400-97.2% | $13,984-99.9% | $513-97.8% |