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+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,204 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 15 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Recordkeeping | $11,217 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 27 ATTN COMMISSIONS DEPT · SAN DIEGO, CA 92150 | Advisory (Plan) | $10,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,610 | $43,550-9.0% | $63,517-37.6% | $52,331-24.3% |
| Participation rate | 52.1% | 65.7%-13.6pp | 71.0%-18.9pp | 68.1%-16.0pp |
| Annual return | -1.82% | 2.03%-3.9pp | -70.30%+68.5pp | 4.54%-6.4pp |
| Employer contribution / active EE | $601 | $1,351-55.5% | $2,322-74.1% | $1,882-68.0% |
| Participant deferral / active EE | $1,507 | $2,254-33.1% | $2,953-49.0% | $3,022-50.1% |
| Admin fee / account holder | $0 | $387-100.0% | $5,892-100.0% | $592-100.0% |