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 |
|---|---|---|
NATIONWIDE2+ years Service code 18 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping fees; Custodial (other ... | $48,031 |
ALLIANCE BENEFIT GROUP2+ years Service code 13 · EIN 76-0342548 7425 HOLLISTER STREET · HOUSTON, TX 77040 | Contract Administrator | $3,834 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,460 | $76,552-17.1% | $123,892-48.8% | $62,891+0.9% |
| Participation rate | 70.7% | 73.0%-2.3pp | 81.4%-10.7pp | 69.3%+1.4pp |
| Annual return | 6.70% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,566 | $2,883+23.7% | $4,617-22.8% | $2,281+56.3% |
| Participant deferral / active EE | $5,502 | $4,840+13.7% | $5,984-8.1% | $3,203+71.8% |
| Admin fee / account holder | $51 | $4,826-99.0% | $8,357-99.4% | $4,296-98.8% |