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 |
|---|---|---|
ALLIANCE BENEFIT GROUP10+ years Service code 64 · EIN 76-0342548 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping Fees | $22,660 |
NATIONWIDE10+ years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $5,718 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL, LLC Service code 27 4707 EXECUTION DR · SAN DIEGO, TX 92121 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,901 | $73,360+10.3% | $177,989-54.5% | $74,495+8.6% |
| Participation rate | 77.7% | 66.6%+11.1pp | 77.1%+0.6pp | 67.2%+10.5pp |
| Annual return | 14.02% | 17.49%-3.5pp | 294.48%-280.5pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $810 | $2,216-63.5% | $3,949-79.5% | $2,623-69.1% |
| Participant deferral / active EE | $4,872 | $4,513+7.9% | $6,276-22.4% | $4,346+12.1% |
| Admin fee / account holder | $48 | $1,808-97.3% | $10,363-99.5% | $1,942-97.5% |