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 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $62,411 |
ALLIANCE BENEFIT GROUP4+ years Service code 64 · EIN 76-0342548 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping Fees | $30,582 |
LPL FINANCIAL4+ 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 | $26,036 | $42,810-39.2% | $169,463-84.6% | $55,725-53.3% |
| Participation rate | 86.6% | 64.7%+21.9pp | 77.8%+8.8pp | 70.9%+15.7pp |
| Annual return | -6.31% | -3.61%-2.7pp | 1.83%-8.1pp | 244.93%-251.2pp |
| Employer contribution / active EE | $869 | $1,402-38.0% | $4,159-79.1% | $2,078-58.2% |
| Participant deferral / active EE | $3,400 | $3,141+8.2% | $5,277-35.6% | $3,356+1.3% |
| Admin fee / account holder | $62 | $106-42.0% | $9,109-99.3% | $115-46.4% |