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 FINANCIAL6+ years Service code 15 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Recordkeeping | $12,619 |
NATIONWIDE6+ years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment management fees paid direc... | $9,704 |
REHMANN ROBSON6+ years Filed as: REHMANN FINANCIAL GROUP Service code 15 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Recordkeeping | $2,816 |
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 | $58,669 | $60,124-2.4% | $90,404-35.1% | $79,858-26.5% |
| Participation rate | 94.9% | 65.0%+29.9pp | 72.7%+22.2pp | 69.6%+25.3pp |
| Annual return | 13.21% | 71.94%-58.7pp | 1293.02%-1279.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,033 | $2,068-50.1% | $3,262-68.3% | $2,471-58.2% |
| Participant deferral / active EE | $4,280 | $2,938+45.7% | $3,963+8.0% | $3,740+14.4% |
| Admin fee / account holder | $242 | $3,976-93.9% | $5,611-95.7% | $5,306-95.4% |