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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $51,305 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 15 | Recordkeeping | $12,366 |
INTAC ACTUARIAL SERVICES2+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 15 | Recordkeeping | $5,428 |
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 | $25,499 | $46,732-45.4% | $156,549-83.7% | $55,167-53.8% |
| Participation rate | 98.5% | 65.8%+32.7pp | 84.0%+14.5pp | 69.0%+29.5pp |
| Annual return | 6.06% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,718 | $2,105-18.4% | $5,501-68.8% | $1,963-12.5% |
| Participant deferral / active EE | $1,003 | $2,204-54.5% | $4,871-79.4% | $3,054-67.2% |
| Admin fee / account holder | $209 | $418-50.1% | $13,027-98.4% | $504-58.5% |