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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Investment Management | $34,775 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $20,989 |
NATIONWIDE6 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $17,923 |
Filed as: IRON FIDUCIARY Service code 31 · EIN 99-9552241 | Named fiduciary | $8,531 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 16 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Consulting | $6,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,622 | $80,724+20.9% | $103,333-5.5% | $74,495+31.0% |
| Participation rate | 83.2% | 65.7%+17.5pp | 74.5%+8.7pp | 67.2%+16.0pp |
| Annual return | 14.07% | 27.56%-13.5pp | 24.88%-10.8pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,406 | $3,157-55.5% | $3,868-63.7% | $2,623-46.4% |
| Participant deferral / active EE | $4,142 | $3,860+7.3% | $5,057-18.1% | $4,346-4.7% |
| Admin fee / account holder | $220 | $2,368-90.7% | $8,355-97.4% | $1,942-88.7% |