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) | $41,273 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,245 |
Service code 28 · EIN 26-4311657 | Investment Management | $9,737 |
Filed as: PENSION FINANCIAL SERVICE Service code 17 | Pension Consulting | $8,300 |
Service code 13 · EIN 58-1485803 | Contract Administrator | $4,795 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,770 | $79,184+53.8% | $102,438+18.9% | $74,546+63.3% |
| Participation rate | 87.3% | 74.8%+12.6pp | 76.5%+10.8pp | 67.2%+20.1pp |
| Annual return | 12.45% | 54.95%-42.5pp | 29.37%-16.9pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $2,523 | $2,362+6.8% | $3,024-16.6% | $2,624-3.9% |
| Participant deferral / active EE | $5,768 | $4,414+30.7% | $5,054+14.1% | $4,347+32.7% |
| Admin fee / account holder | $104 | $2,001-94.8% | $9,448-98.9% | $1,944-94.6% |