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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,956 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Participants) | $5,107 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,950 | $98,750-64.6% | $149,696-76.7% | $79,858-56.2% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.5%+12.0pp | 69.6%+24.8pp |
| Annual return | 17.99% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,103 | $3,216-34.6% | $4,644-54.7% | $2,471-14.9% |
| Participant deferral / active EE | $4,616 | $5,680-18.7% | $6,842-32.5% | $3,740+23.4% |
| Admin fee / account holder | $113 | $6,053-98.1% | $9,309-98.8% | $5,306-97.9% |