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 GROUP4+ 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 |
NATIONWIDE4+ years Service code 18 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping fees; Custodial (other ... | $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 | $63,296 | $77,813-18.7% | $123,544-48.8% | $64,186-1.4% |
| Participation rate | 77.7% | 74.7%+3.0pp | 82.3%-4.6pp | 69.6%+8.1pp |
| Annual return | -4.60% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,184 | $3,014+5.6% | $4,628-31.2% | $2,381+33.7% |
| Participant deferral / active EE | $5,117 | $5,240-2.3% | $6,426-20.4% | $3,470+47.5% |
| Admin fee / account holder | $127 | $5,519-97.7% | $9,284-98.6% | $4,888-97.4% |