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: NEXT FINANCIAL GROUP Service code 27 2500 WILCREST, STE 620 · HOUSTON, TX 770422757 | Advisory (Plan) | $34,019 |
NATIONWIDE10+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $19,918 |
MMA SECURITIES LLC4 years Filed as: ASSURED PARTNERS NE LLC Service code 99 · EIN 13-3866919 | Other Fees | $1,193 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,843 | $80,724+62.1% | $103,333+26.6% | $74,495+75.6% |
| Participation rate | 86.6% | 65.7%+20.9pp | 74.5%+12.1pp | 67.2%+19.4pp |
| Annual return | 11.82% | 27.56%-15.7pp | 24.88%-13.1pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $9,149 | $3,157+189.8% | $3,868+136.5% | $2,623+248.8% |
| Participant deferral / active EE | $1,922 | $3,860-50.2% | $5,057-62.0% | $4,346-55.8% |
| Admin fee / account holder | $10 | $2,368-99.6% | $8,355-99.9% | $1,942-99.5% |