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 |
|---|---|---|
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 430 W 7TH STREET · KANSAS CITY, MO 64105 | Contract Administrator | $2,814 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,272 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $930 |
Filed as: PHILLIP HUTCHINGS Service code 22 540 COMMERCE STREET · SOUTHLAKE, TX 76092 | Insurance Broker | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,009 | $80,724+12.7% | $103,333-11.9% | $74,495+22.2% |
| Participation rate | 34.9% | 65.7%-30.8pp | 74.5%-39.6pp | 67.2%-32.3pp |
| Annual return | 11.72% | 27.56%-15.8pp | 24.88%-13.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,628 | $3,860-57.8% | $5,057-67.8% | $4,346-62.5% |
| Admin fee / account holder | $205 | $2,368-91.4% | $8,355-97.5% | $1,942-89.5% |