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+ years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $48,162 |
ALLIANCE BENEFIT GROUP1+ years Service code 64 · EIN 76-0342548 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping Fees | $18,607 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 27 4707 EXECUTION DR · SAN DIEGO, TX 92121 | Advisory (Plan) | $0 |
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 | $17,609 | $44,229-60.2% | $155,790-88.7% | $55,191-68.1% |
| Participation rate | 85.8% | 60.8%+25.0pp | 76.1%+9.7pp | 69.2%+16.7pp |
| Annual return | 0.26% | 0.37%-0.1pp | 71.54%-71.3pp | 10.78%-10.5pp |
| Employer contribution / active EE | $910 | $1,317-30.9% | $3,836-76.3% | $1,899-52.1% |
| Participant deferral / active EE | $3,238 | $2,851+13.5% | $4,797-32.5% | $3,046+6.3% |
| Admin fee / account holder | $34 | $86-60.2% | $7,478-99.5% | $91-62.2% |