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 |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,672 |
PENTEGRA SERVICES, INC.4 years Filed as: APS-PENTEGRA Service code 15 · EIN 13-3892096 5350 77 CENTER DR, STE 200 · CHARLOTTE, NC 28217 | Recordkeeping | $3,240 |
LPL FINANCIAL4 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 | $170,684 | $101,317+68.5% | $146,958+16.1% | $74,495+129.1% |
| Participation rate | 86.7% | 75.5%+11.1pp | 82.2%+4.5pp | 67.2%+19.5pp |
| Annual return | 14.20% | 8730.91%-8716.7pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $9,446 | $3,810+147.9% | $4,933+91.5% | $2,623+260.1% |
| Participant deferral / active EE | $12,839 | $7,303+75.8% | $8,070+59.1% | $4,346+195.4% |
| Admin fee / account holder | $21 | $1,739-98.8% | $12,998-99.8% | $1,942-98.9% |