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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $14,285 |
SENTINEL PENSION LLC3 years Filed as: SENTINEL PENSION Service code 26 | Advisory (Participants) | $7,016 |
SENTINEL PENSION LLC6 years Service code 10 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $6,246 |
Filed as: AVANTAX ADVISORY SERVICES Service code 26 · EIN 75-2176682 3200 OLYMPUS BLVD STE 100 · DALLAS, TX 75019 | Advisory (Participants) | $4,373 |
BRINKER CAPITAL5 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Advisory (Participants) | $1,615 |
EISNERAMPER LLP2 years Filed as: EISNERAMPER, LLP Service code 10 8550 UNITED PLAZA BLVD STE 1001 · BATON ROUGE, LA 70809 | Accounting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,778 | $64,839-40.2% | $95,585-59.4% | $84,808-54.3% |
| Participation rate | 95.2% | 63.8%+31.4pp | 72.1%+23.2pp | 68.3%+26.9pp |
| Annual return | 13.54% | -670.96%+684.5pp | 38.56%-25.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $595 | $1,759-66.2% | $2,527-76.5% | $2,631-77.4% |
| Participant deferral / active EE | $2,299 | $2,965-22.4% | $4,023-42.8% | $4,212-45.4% |
| Admin fee / account holder | $296 | $5,964-95.0% | $6,127-95.2% | $7,344-96.0% |