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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $70,606 |
LPL FINANCIAL2 years Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0842559 | Advisory (Plan) | $33,502 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,544 | $47,126-69.1% | $149,673-90.3% | $74,419-80.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 17.41% | 22.75%-5.3pp | 134.42%-117.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $1,001 | $1,905-47.5% | $4,818-79.2% | $2,637-62.1% |
| Participant deferral / active EE | $1,280 | $2,728-53.1% | $5,680-77.5% | $4,528-71.7% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |