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, INC Service code 28 · EIN 33-0449333 6300 BRIDGEPOINT PKWY BLDG 3 STE 20 · AUSTIN, TX 78730 | Investment Management | $23,874 |
NATIONWIDE5 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $17,128 |
NFP RETIREMENT INC1 year Filed as: KESTRA FINANCIAL/NFP ADVISOR SERV I Service code 28 · EIN 74-2794194 | Investment Management | $11,806 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $1,002 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $8,067 | $45,031-82.1% | $84,966-90.5% | $77,643-89.6% |
| Participation rate | 85.5% | 48.7%+36.8pp | 67.5%+18.0pp | 70.6%+14.9pp |
| Annual return | 9.97% | 79.22%-69.3pp | 66.38%-56.4pp | 31.24%-21.3pp |
| Employer contribution / active EE | $4,413 | $1,609+174.2% | $2,727+61.8% | $2,726+61.9% |
| Participant deferral / active EE | $42 | $2,807-98.5% | $4,519-99.1% | $4,647-99.1% |
| Admin fee / account holder | $108 | $912-88.2% | $6,149-98.2% | $430-74.9% |