See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 | Investment Management | $58,506 |
NATIONWIDE1+ years Service code 28 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Investment Management | $24,855 |
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $4,222 |
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Investment Management | $1,036 |
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON FINANCIAL Service code 28 · EIN 99-9552241 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Investment Management | $958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,300 | $62,327+16.0% | $120,354-39.9% | $74,495-2.9% |
| Participation rate | 98.4% | 56.8%+41.7pp | 71.9%+26.5pp | 67.2%+31.2pp |
| Annual return | 0.00% | 18.61%-18.6pp | 107.15%-107.1pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $3,227 | $1,843+75.1% | $3,463-6.8% | $2,623+23.0% |
| Participant deferral / active EE | $6,522 | $2,893+125.5% | $4,991+30.7% | $4,346+50.1% |
| Admin fee / account holder | $82 | $2,396-96.6% | $9,423-99.1% | $1,942-95.8% |