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 Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $46,657 |
Filed as: TEAL, BECKER, AND CHIARAMONTE, CPAS Service code 10 · EIN 14-1624930 7 WASHINGTON SQUARE · ALBANY, NY 12205 | Accounting | $15,000 |
KRAKOW & SOURIS1 year Filed as: KRAKOW, SOURIS, & LANDRY, LLC Service code 29 · EIN 04-3363718 90 CANAL STREET 4TH FLOOR · BOSTON, MA 02114 | Legal | $10,000 |
CREATIVE PENSION CONSULTANTS, INC.10+ years Service code 17 · EIN 14-1759450 433 NEW KARNER ROAD · ALBANY, NY 12205 | Pension Consulting | $9,600 |
JAMES M. SHEPPARD, CPA10+ years Service code 10 · EIN 14-1753226 2 EXECUTIVE PARK DRIVE · CLIFTON PARK, NY 12065 | Accounting | $8,920 |
LPL FINANCIAL8 years Filed as: NEXT FINANCIAL GROUP, INC. Service code 72 11740 KATY FWY STE 600 · HOUSTON, TX 77079 | Other investment fees and expenses | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,353 | $88,890+39.9% | $102,423+21.4% | $77,643+60.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 14.44% | 24.98%-10.5pp | 29.32%-14.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $7,377 | $2,698+173.5% | $3,023+144.0% | $2,726+170.6% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $221 | $235-6.3% | $9,451-97.7% | $430-48.7% |