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) | $31,210 |
NATIONWIDE6+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $18,924 |
NATIONAL BENEFIT SERVICES, LLC6+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $11,220 |
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 | $38,781 | $58,879-34.1% | $178,490-78.3% | $73,488-47.2% |
| Participation rate | 75.5% | 66.2%+9.3pp | 81.9%-6.4pp | 70.7%+4.8pp |
| Annual return | 11.78% | 24.86%-13.1pp | 151.07%-139.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,314 | $2,236-41.2% | $5,011-73.8% | $2,270-42.1% |
| Participant deferral / active EE | $1,473 | $2,567-42.6% | $5,202-71.7% | $3,740-60.6% |
| Admin fee / account holder | $212 | $400-47.1% | $13,984-98.5% | $513-58.7% |