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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $124,863 |
PENTEGRA SERVICES, INC.2 years Filed as: APS-PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Recordkeeping | $3,090 |
LPL FINANCIAL2 years 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 | $103,227 | $82,202+25.6% | $125,339-17.6% | $64,808+59.3% |
| Participation rate | 90.2% | 77.9%+12.3pp | 82.4%+7.8pp | 71.5%+18.7pp |
| Annual return | -15.40% | 3.48%-18.9pp | 572.05%-587.5pp | 32.82%-48.2pp |
| Employer contribution / active EE | $8,245 | $3,615+128.1% | $4,814+71.3% | $2,506+229.0% |
| Participant deferral / active EE | $11,046 | $7,175+53.9% | $7,446+48.3% | $4,310+156.3% |
| Admin fee / account holder | $12 | $163-92.5% | $10,010-99.9% | $188-93.5% |