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 |
|---|---|---|
NATIONWIDE5+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $33,435 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 55 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Other Commissions | $5,436 |
Filed as: MML INSURANCE AGENCY/INVESTOR SVCS Service code 55 1295 STATE STREET #C225 · SPRINGFIELD, MA 011118089 | Other Commissions | $5,436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,470 | $58,879-65.2% | $178,490-88.5% | $73,488-72.1% |
| Participation rate | 58.4% | 66.2%-7.8pp | 81.9%-23.5pp | 70.7%-12.3pp |
| Annual return | 2.36% | 24.86%-22.5pp | 151.07%-148.7pp | 28.51%-26.1pp |
| Employer contribution / active EE | $440 | $2,236-80.3% | $5,011-91.2% | $2,270-80.6% |
| Participant deferral / active EE | $1,174 | $2,567-54.3% | $5,202-77.4% | $3,740-68.6% |
| Admin fee / account holder | $177 | $400-55.9% | $13,984-98.7% | $513-65.6% |