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 |
|---|---|---|
Service code 17 · EIN 59-3331424 | Pension Consulting | $0 |
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $0 |
SECURITIES AMERICA INC9+ years Filed as: SECURITIES AMERICA, INC. Service code 26 12325 PORT GRACE BLVD · LA VISTA, NE 681280001 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,229 | $55,415-2.1% | $155,509-65.1% | $74,495-27.2% |
| Participation rate | 83.8% | 61.9%+21.9pp | 78.2%+5.6pp | 67.2%+16.6pp |
| Annual return | 12.75% | 268.50%-255.8pp | 64.67%-51.9pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,663 | $2,267-26.7% | $4,672-64.4% | $2,623-36.6% |
| Participant deferral / active EE | $3,948 | $2,836+39.2% | $5,626-29.8% | $4,346-9.2% |
| Admin fee / account holder | $104 | $1,738-94.0% | $15,912-99.3% | $1,942-94.6% |