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 99 1005 CONVENTION PLAZA · ST LOUIS, MO 63101 | Other Fees | $244,216 |
NATIONWIDE4 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $69,644 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 22 5900 O STREET · LINCOLN, NE 68510 | Insurance Broker | $44,024 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 22 6300 BRIDGE PONT PLWY BLDG 1 ST · AUSTIN, TX 78730 | Insurance Broker | $3,520 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $262,251-100.0% | $250,986-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 50.6%-50.6pp | 55.8%-55.8pp |
| Annual return | 5.44% | 34.46%-29.0pp | 32.30%-26.9pp | 24.42%-19.0pp |
| Employer contribution / active EE | $66,667 | $35,995+85.2% | $33,955+96.3% | $41,338+61.3% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,079-100.0% |