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 |
|---|---|---|
Filed as: CLARKE LANZEN SKALLA Service code 26 · EIN 13-4109249 | Advisory (Participants) | $30,498 |
NATIONAL BENEFIT SERVICES, LLC3+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $16,720 |
NATIONWIDE3+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $16,611 |
NATIONWIDE3+ years Service code 15 | Recordkeeping | $13,071 |
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 | $28,571 | $46,173-38.1% | $170,442-83.2% | $69,631-59.0% |
| Participation rate | 74.1% | 63.9%+10.2pp | 83.6%-9.5pp | 70.7%+3.4pp |
| Annual return | 14.17% | 21.62%-7.5pp | 205.93%-191.8pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $1,234 | $1,610-23.4% | $5,433-77.3% | $2,032-39.3% |
| Participant deferral / active EE | $1,069 | $2,080-48.6% | $4,939-78.4% | $3,224-66.8% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |