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 year Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping fees; Claims processing | $7,885 |
Service code 13 175 BROADHOLLOW ROAD, SUITE 160 · MELVILLE, NY 117473111 | Contract Administrator | $1,024 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 22 ATTN COMMISSIONS DEPT · SAN DIEGO, CA 92121 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,534 | $42,894-47.5% | $60,874-63.0% | $68,494-67.1% |
| Participation rate | 22.2% | 66.8%-44.6pp | 73.1%-50.9pp | 67.9%-45.7pp |
| Annual return | -16.41% | -13.98%-2.4pp | 16.90%-33.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,297 | $2,867-54.8% | $3,817-66.0% | $4,027-67.8% |
| Admin fee / account holder | $202 | $3,101-93.5% | $3,224-93.7% | $5,403-96.3% |