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 |
|---|---|---|
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 15 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Recordkeeping | $13,711 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC. Service code 15 | Recordkeeping | $5,445 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $931 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,888 | $55,472-28.1% | $155,567-74.4% | $74,546-46.5% |
| Participation rate | 98.2% | 61.9%+36.3pp | 78.2%+20.0pp | 67.2%+31.0pp |
| Annual return | 13.07% | 268.72%-255.6pp | 64.74%-51.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $4,226 | $2,269+86.3% | $4,674-9.6% | $2,624+61.0% |
| Participant deferral / active EE | $2,200 | $2,838-22.5% | $5,628-60.9% | $4,347-49.4% |
| Admin fee / account holder | $38 | $1,743-97.8% | $15,916-99.8% | $1,944-98.0% |