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 |
|---|---|---|
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $14,466 |
SENTINEL PENSION LLC1 year Service code 10 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $9,076 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,846 | $63,861-65.8% | $104,607-79.1% | $79,858-72.6% |
| Participation rate | 99.0% | 64.9%+34.0pp | 74.1%+24.9pp | 69.6%+29.3pp |
| Annual return | 16.33% | 21.30%-5.0pp | 340.46%-324.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $521 | $1,588-67.2% | $2,681-80.6% | $2,471-78.9% |
| Participant deferral / active EE | $894 | $2,693-66.8% | $3,740-76.1% | $3,740-76.1% |
| Admin fee / account holder | $44 | $4,185-98.9% | $6,473-99.3% | $5,306-99.2% |