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: BOON ADMINISTRATIVE SERVICES Service code 49 6300 BRIDGEPOINT PKWY BLDG 3 · AUSTIN, TX 78730 | Other Services | $21,465 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,383 |
NFP RETIREMENT INC3 years Filed as: KESTRA FINANCIAL/NFP ADVISOR SERV Service code 49 3600 BRIDGEPOINT PKWY BLDG 3 · AUSTIN, TX 78730 | Other Services | $7,763 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,538 | $34,677-86.9% | $77,024-94.1% | $64,808-93.0% |
| Participation rate | 76.3% | 49.8%+26.4pp | 67.9%+8.3pp | 71.5%+4.8pp |
| Annual return | -17.41% | -5.33%-12.1pp | 42.32%-59.7pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,560 | $1,370+13.9% | $2,812-44.5% | $2,506-37.7% |
| Participant deferral / active EE | $11 | $2,556-99.6% | $4,426-99.7% | $4,310-99.7% |
| Admin fee / account holder | $0 | $179-100.0% | $5,425-100.0% | $188-100.0% |