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 |
|---|---|---|
EISNERAMPER LLP1 year Filed as: EISNERAMPER, LLP Service code 10 8550 UNITED PLAZA BLVD STE 1001 · BATON ROUGE, LA 70809 | Accounting | $3,000 |
SENTINEL PENSION LLC5 years Service code 10 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $2,028 |
NATIONWIDE5 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $1,979 |
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Advisory (Participants) | $1,370 |
SENTINEL PENSION LLC2 years Filed as: SENTINEL PENSION Service code 26 | Advisory (Participants) | $514 |
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 | $29,836 | $61,774-51.7% | $97,226-69.3% | $80,856-63.1% |
| Participation rate | 96.5% | 63.5%+33.0pp | 72.7%+23.8pp | 67.6%+28.9pp |
| Annual return | 9.55% | -557.90%+567.5pp | 75.13%-65.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $581 | $1,837-68.3% | $2,729-78.7% | $2,755-78.9% |
| Participant deferral / active EE | $2,100 | $3,029-30.7% | $4,264-50.8% | $4,296-51.1% |
| Admin fee / account holder | $109 | $5,166-97.9% | $5,654-98.1% | $6,918-98.4% |