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 FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 | Advisory (Plan) | $86,057 |
DEFINITI LLC1 year Service code 13 · EIN 36-4013756 2201 TIMBERLOCK PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $9,623 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 ATTN COMMISIONS DEPT · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,719 | $79,519+157.4% | $95,952+113.4% | $73,409+178.9% |
| Participation rate | 90.3% | 81.2%+9.2pp | 77.1%+13.3pp | 72.2%+18.2pp |
| Annual return | 20.06% | 19.20%+0.9pp | 91.61%-71.6pp | 59.29%-39.2pp |
| Employer contribution / active EE | $1,664 | $2,048-18.7% | $2,541-34.5% | $2,234-25.5% |
| Participant deferral / active EE | $5,350 | $4,138+29.3% | $4,167+28.4% | $3,805+40.6% |
| Admin fee / account holder | $18 | $184-90.1% | $6,795-99.7% | $158-88.5% |