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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $84,808 |
WC ADMINISTRATORS, LLC10+ years Service code 14 · EIN 20-1663072 6995 UNION PARK AVE. #320 · MIDVALE, UT 84047 | Plan Administrator | $83,470 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $70,208 |
Filed as: LEAFHOUSE FINANCIAL Service code 27 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY #450 · AUSTIN, TX 78730 | Advisory (Plan) | $15,522 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,110 | $50,815-19.1% | $155,509-73.6% | $77,643-47.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.83% | 34.80%-21.0pp | 64.67%-50.8pp | 31.24%-17.4pp |
| Employer contribution / active EE | $3,221 | $1,993+61.6% | $4,672-31.1% | $2,726+18.1% |
| Participant deferral / active EE | $3,199 | $2,822+13.3% | $5,626-43.1% | $4,647-31.2% |
| Admin fee / account holder | $78 | $437-82.2% | $15,912-99.5% | $430-82.0% |