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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $66,944 |
LPL FINANCIAL3 years Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0842559 | Advisory (Plan) | $42,199 |
INTAC ACTUARIAL SERVICES1 year Service code 64 · EIN 22-2446239 | Recordkeeping Fees | $7,135 |
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 | $15,965 | $50,815-68.6% | $155,509-89.7% | $77,643-79.4% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.07% | 34.80%-21.7pp | 64.67%-51.6pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,015 | $1,993-49.1% | $4,672-78.3% | $2,726-62.8% |
| Participant deferral / active EE | $1,314 | $2,822-53.4% | $5,626-76.6% | $4,647-71.7% |
| Admin fee / account holder | $1 | $437-99.8% | $15,912-100.0% | $430-99.8% |