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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 37 · EIN 23-1945930 | Loan Processing | $4,230 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,415 |
Filed as: DEVLIN & HALE ASSOCIATES INC Service code 13 · EIN 06-1080876 | Contract Administrator | $19 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 99 ATTN COMMISSIONS DEPT. · SAN DIEGO, CA 92121 | Other Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,962 | $66,302+4.0% | $110,238-37.4% | $56,287+22.5% |
| Participation rate | 80.2% | 74.9%+5.2pp | 79.8%+0.3pp | 69.9%+10.3pp |
| Annual return | -3.71% | -1.18%-2.5pp | 314.74%-318.4pp | -9.96%+6.2pp |
| Employer contribution / active EE | $4,014 | $2,047+96.1% | $3,826+4.9% | $2,111+90.2% |
| Participant deferral / active EE | $6,650 | $3,381+96.7% | $4,672+42.3% | $3,350+98.5% |
| Admin fee / account holder | $33 | $698-95.3% | $8,547-99.6% | $521-93.7% |