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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $71,578 |
THE BENEFIT ADVANTAGE, INC.8+ years Service code 15 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Recordkeeping | $18,941 |
MAULDIN & JENKINS8+ years Filed as: MAULDIN & JENKINS CPA, LLC Service code 10 200 GALLERIA PARKWAY SE, STE 1700 · ATLANTA, GA 30339 | Accounting | $14,950 |
IRON-CO-FID-COMPREHENSIVE3 years Service code 27 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $4,347 |
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 | $62,479 | $37,393+67.1% | $77,024-18.9% | $66,914-6.6% |
| Participation rate | 42.5% | 52.9%-10.3pp | 67.9%-25.4pp | 69.8%-27.3pp |
| Annual return | -18.45% | -3.29%-15.2pp | 42.32%-60.8pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,108 | $1,531-27.6% | $2,812-60.6% | $2,544-56.5% |
| Participant deferral / active EE | $2,376 | $2,617-9.2% | $4,426-46.3% | $4,237-43.9% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |