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 |
|---|---|---|
ALLIANCE BENEFIT GROUP3+ years Service code 13 · EIN 76-0342548 7425 HOLLISTER STREET · HOUSTON, TX 77040 | Contract Administrator | $0 |
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $0 |
NATIONWIDE3+ years Service code 18 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities); Re... | $0 |
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 | $73,688 | $85,766-14.1% | $136,294-45.9% | $70,131+5.1% |
| Participation rate | 71.8% | 74.2%-2.4pp | 81.9%-10.1pp | 69.5%+2.3pp |
| Annual return | 15.17% | 31.45%-16.3pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $3,595 | $2,966+21.2% | $4,695-23.4% | $2,342+53.5% |
| Participant deferral / active EE | $5,774 | $5,051+14.3% | $6,247-7.6% | $3,332+73.3% |
| Admin fee / account holder | $25 | $5,420-99.5% | $9,243-99.7% | $4,645-99.5% |