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 4-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 |
|---|---|---|
LUBBOCK NATIONAL BANK1+ years Service code 21 · EIN 42-1571111 4006 82ND ST. · LUBBOCK, TX 79423 | Bank Trustee | $23,365 |
NATIONWIDE1+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $22,502 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 64 · EIN 20-8131297 801 CHERRY STREET, SUITE 1400 · FORT WORTH, TX 76102 | Recordkeeping Fees | $425 |
AUSDAL FINANCIAL PARTNERS INC1+ years Filed as: AUSDAL FINANCIAL PARTNERS Service code 27 220 N MAIN STREET, STE 400 · DAVENPORT, IA 52801 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,048 | $50,898+33.7% | $171,082-60.2% | $55,167+23.3% |
| Participation rate | 39.0% | 63.3%-24.3pp | 76.7%-37.7pp | 69.0%-30.0pp |
| Annual return | 7.28% | 15.34%-8.1pp | 32.56%-25.3pp | 169.23%-161.9pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,802 | $2,994-6.4% | $4,797-41.6% | $3,054-8.3% |
| Admin fee / account holder | $0 | $500-100.0% | $8,520-100.0% | $504-100.0% |