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 |
|---|---|---|
NATIONWIDE8+ years Service code 37 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $21,439 |
Service code 12 · EIN 88-4096467 50 LAKESIDE AVE, #H5 · BURLINGTON, VT 05401 | Recordkeeping and information managem... | $11,826 |
LPL FINANCIAL5 years Service code 27 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Plan) | $7,390 |
Filed as: HANLON INVESTMENT COMP Service code 28 · EIN 22-3723068 3393 BAR · EGG HARBOR TW, NJ 08234 | Investment Management | $6,092 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL SMS CORE Service code 70 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting Fees | $4,928 |
EQUITY SERVICES INC2 years Filed as: EQUITY SERVICES INC. Service code 26 · EIN 03-0221141 ONE NATIONAL LIFE DRIVE · MONTPELIER, VT 05604 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,805 | $65,061-68.0% | $143,757-85.5% | $66,914-68.9% |
| Participation rate | 94.4% | 65.2%+29.2pp | 80.3%+14.1pp | 69.8%+24.6pp |
| Annual return | -12.57% | -11.14%-1.4pp | -0.04%-12.5pp | 1.58%-14.2pp |
| Employer contribution / active EE | $964 | $2,361-59.2% | $4,951-80.5% | $2,544-62.1% |
| Participant deferral / active EE | $2,508 | $2,919-14.1% | $5,637-55.5% | $4,237-40.8% |
| Admin fee / account holder | $218 | $502-56.6% | $14,673-98.5% | $593-63.2% |