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 |
|---|---|---|
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $30,248 |
Filed as: CORNERSTONE RETIREMENT PLAN ADMIN Service code 13 · EIN 27-1207016 931 JEFFERSON BLVD · WARWICK, RI 02886 | Contract Administrator | $1,475 |
LPL FINANCIAL1 year Service code 27 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
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 | $33,265 | $55,453-40.0% | $170,442-80.5% | $62,292-46.6% |
| Participation rate | 94.5% | 66.4%+28.1pp | 83.6%+10.9pp | 69.5%+25.0pp |
| Annual return | 15.95% | 21.38%-5.4pp | 205.93%-190.0pp | 28.90%-12.9pp |
| Employer contribution / active EE | $508 | $2,164-76.5% | $5,433-90.7% | $2,042-75.1% |
| Participant deferral / active EE | $4,091 | $2,303+77.7% | $4,939-17.2% | $3,169+29.1% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |