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 7-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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $154,289 |
PENTEGRA SERVICES, INC.1 year Filed as: APS-PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Recordkeeping | $3,150 |
Filed as: LINCOLN FINANCIAL ADVISORS Service code 26 1301 S CLINTON ST · FORT WAYNE, IN 46802 | Advisory (Participants) | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,657 | $104,317+23.3% | $159,436-19.3% | $86,799+48.2% |
| Participation rate | 86.0% | 77.7%+8.3pp | 82.8%+3.2pp | 72.3%+13.7pp |
| Annual return | 15.55% | 26.32%-10.8pp | 263.57%-248.0pp | 97.91%-82.4pp |
| Employer contribution / active EE | $7,584 | $3,451+119.8% | $4,829+57.0% | $2,405+215.3% |
| Participant deferral / active EE | $10,399 | $6,837+52.1% | $7,352+41.4% | $4,131+151.7% |
| Admin fee / account holder | $14 | $172-91.9% | $10,799-99.9% | $170-91.8% |