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 FINANCIAL5+ years Service code 15 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Recordkeeping | $12,043 |
NATIONWIDE5+ years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment management fees paid indir... | $9,043 |
REHMANN ROBSON5+ years Filed as: REHMANN FINANCIAL GROUP Service code 15 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Recordkeeping | $4,124 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,355 | $54,762-4.4% | $90,281-42.0% | $72,985-28.3% |
| Participation rate | 96.8% | 65.1%+31.6pp | 73.3%+23.5pp | 69.5%+27.3pp |
| Annual return | 28.88% | 30.63%-1.8pp | 78.10%-49.2pp | 81.00%-52.1pp |
| Employer contribution / active EE | $1,029 | $2,092-50.8% | $2,854-64.0% | $2,440-57.8% |
| Participant deferral / active EE | $4,938 | $2,887+71.0% | $3,885+27.1% | $3,607+36.9% |
| Admin fee / account holder | $247 | $3,972-93.8% | $5,351-95.4% | $5,124-95.2% |