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 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $46,675 |
LPL FINANCIAL8+ years Filed as: NEXT FINANCIAL GROUP Service code 27 2500 WILCREST, STE 620 · HOUSTON, TX 770422757 | Advisory (Plan) | $37,445 |
MMA SECURITIES LLC2 years Filed as: ASSURED PARTNERS NE LLC Service code 99 · EIN 13-3866919 | Other Fees | $5,592 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,242 | $64,119+47.0% | $112,228-16.0% | $66,914+40.8% |
| Participation rate | 94.6% | 68.5%+26.2pp | 75.1%+19.6pp | 69.8%+24.8pp |
| Annual return | -11.18% | -13.81%+2.6pp | 27.45%-38.6pp | 1.58%-12.8pp |
| Employer contribution / active EE | $9,660 | $3,005+221.4% | $3,635+165.8% | $2,544+279.7% |
| Participant deferral / active EE | $1,839 | $3,693-50.2% | $4,728-61.1% | $4,237-56.6% |
| Admin fee / account holder | $16 | $625-97.5% | $6,410-99.8% | $593-97.4% |