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 |
|---|---|---|
NATIONWIDE4 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $14,564 |
SENTINEL PENSION LLC4 years Service code 10 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $9,664 |
POSTLETHWAITE & NETTERVILLE3 years Filed as: POSTLETHWAITE AND NETTERVILLE Service code 10 8550 UNITED PLAZA BLVD STE 1001 · BATON ROUGE, LA 70809 | Accounting | $8,000 |
Service code 26 | Advisory (Participants) | $7,013 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Advisory (Participants) | $1,077 |
SENTINEL PENSION LLC1 year Filed as: SENTINEL PENSION Service code 26 | Advisory (Participants) | $404 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS NETWORKS, LLC Service code 26 2301 ROSECRANS AVE SUITE 5100 · ES SEGUNDO, CA 90245 | Advisory (Participants) | $0 |
Annual investment return 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 | $26,584 | $57,541-53.8% | $95,745-72.2% | $75,163-64.6% |
| Participation rate | 95.6% | 62.5%+33.0pp | 72.3%+23.3pp | 67.2%+28.4pp |
| Annual return | 12.45% | 34.93%-22.5pp | 28.35%-15.9pp | 160.62%-148.2pp |
| Employer contribution / active EE | $556 | $1,808-69.3% | $2,835-80.4% | $2,670-79.2% |
| Participant deferral / active EE | $1,898 | $3,074-38.3% | $4,245-55.3% | $4,125-54.0% |
| Admin fee / account holder | $141 | $4,099-96.6% | $5,678-97.5% | $5,651-97.5% |