See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,658 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 52 COMMISSIONS DEPT · SAN DIEGO, CA 92121 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,162 | $58,726-21.4% | $92,233-50.0% | $62,292-25.9% |
| Participation rate | 29.3% | 68.3%-39.0pp | 76.5%-47.2pp | 69.5%-40.2pp |
| Annual return | 14.38% | 43.62%-29.2pp | 176.28%-161.9pp | 28.90%-14.5pp |
| Employer contribution / active EE | $810 | $2,392-66.1% | $3,679-78.0% | $2,042-60.3% |
| Participant deferral / active EE | $1,455 | $2,766-47.4% | $3,897-62.7% | $3,169-54.1% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |