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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.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $73,108 |
ALLIANCE BENEFIT GROUP8+ years Service code 64 · EIN 76-0342548 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping Fees | $16,364 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL, LLC Service code 27 4707 EXECUTION DR · SAN DIEGO, TX 92121 | Advisory (Plan) | $0 |
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 | $40,668 | $59,159-31.3% | $159,960-74.6% | $66,914-39.2% |
| Participation rate | 93.0% | 68.1%+24.9pp | 78.0%+15.0pp | 69.8%+23.2pp |
| Annual return | -18.44% | -12.26%-6.2pp | 408.60%-427.0pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,389 | $1,983-30.0% | $4,226-67.1% | $2,544-45.4% |
| Participant deferral / active EE | $5,242 | $4,395+19.3% | $6,182-15.2% | $4,237+23.7% |
| Admin fee / account holder | $42 | $591-92.9% | $8,698-99.5% | $593-92.9% |