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 |
|---|---|---|
NATIONWIDE7+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $34,572 |
PENTEGRA SERVICES, INC.2 years Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Plan Administrator | $5,796 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 55 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Other Commissions | $5,530 |
Filed as: MML INSURANCE AGENCY/INVESTOR SVCS Service code 55 1295 STATE STREET #C225 · SPRINGFIELD, MA 011118089 | Other Commissions | $5,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,956 | $46,292-59.1% | $143,757-86.8% | $64,808-70.7% |
| Participation rate | 44.4% | 64.2%-19.8pp | 80.3%-35.9pp | 71.5%-27.0pp |
| Annual return | -10.72% | -10.05%-0.7pp | -0.04%-10.7pp | 32.82%-43.5pp |
| Employer contribution / active EE | $451 | $1,910-76.4% | $4,951-90.9% | $2,506-82.0% |
| Participant deferral / active EE | $927 | $2,646-65.0% | $5,637-83.6% | $4,310-78.5% |
| Admin fee / account holder | $152 | $154-1.3% | $14,673-99.0% | $188-19.2% |