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 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,703 |
TRITON SERVICES CORPORATION1+ years Service code 15 · EIN 11-3187413 10432 BALLS FORD ROAD STE 100 · MANASSAS, VA 20109 | Recordkeeping | $8,304 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 33 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 921210000 | Securities brokerage | $0 |
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 | $20,396 | $43,550-53.2% | $63,517-67.9% | $52,331-61.0% |
| Participation rate | 51.0% | 65.7%-14.7pp | 71.0%-20.0pp | 68.1%-17.1pp |
| Annual return | -1.65% | 2.03%-3.7pp | -70.30%+68.6pp | 4.54%-6.2pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,322-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,379 | $2,254-38.8% | $2,953-53.3% | $3,022-54.4% |
| Admin fee / account holder | $79 | $387-79.6% | $5,892-98.7% | $592-86.7% |