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 |
|---|---|---|
NATIONWIDE9+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $35,987 |
LPL FINANCIAL9+ years Filed as: NEXT FINANCIAL GROUP Service code 27 2500 WILCREST, STE 620 · HOUSTON, TX 770422757 | Advisory (Plan) | $29,545 |
MMA SECURITIES LLC3 years Filed as: ASSURED PARTNERS NE LLC Service code 99 · EIN 13-3866919 | Other Fees | $5,883 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,942 | $76,670+42.1% | $96,683+12.7% | $71,457+52.5% |
| Participation rate | 89.7% | 66.6%+23.1pp | 74.3%+15.4pp | 67.9%+21.8pp |
| Annual return | 13.28% | 48.29%-35.0pp | 35.69%-22.4pp | 28.85%-15.6pp |
| Employer contribution / active EE | $8,919 | $3,031+194.2% | $3,737+138.7% | $2,588+244.7% |
| Participant deferral / active EE | $1,749 | $3,771-53.6% | $4,878-64.1% | $4,289-59.2% |
| Admin fee / account holder | $21 | $2,028-98.9% | $6,730-99.7% | $1,587-98.7% |