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 15 · EIN 31-4156830 | Recordkeeping | $84,182 |
LPL FINANCIAL1 year Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0842559 | Advisory (Plan) | $25,499 |
Filed as: KESTRA INVESTMENT SERVICE LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $0 |
KESTRA INVESTMENT SERVICES LLC7+ years Service code 27 | Advisory (Plan) | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,133 | $46,292-73.8% | $143,757-91.6% | $64,808-81.3% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -19.98% | -10.05%-9.9pp | -0.04%-19.9pp | 32.82%-52.8pp |
| Employer contribution / active EE | $1,044 | $1,910-45.3% | $4,951-78.9% | $2,506-58.3% |
| Participant deferral / active EE | $1,209 | $2,646-54.3% | $5,637-78.6% | $4,310-72.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |