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 |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $17,534 |
GELMAN PENSION CONSULTING, INC.10+ years Service code 15 | Recordkeeping | $6,170 |
GELMAN PENSION CONSULTING, INC.10+ years Filed as: GELMAN PENSION CONSULTING, INC Service code 15 70 WEST 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $2,474 |
NATIONWIDE10+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,850 | $79,171-35.8% | $102,423-50.4% | $74,495-31.7% |
| Participation rate | 39.1% | 74.8%-35.7pp | 76.5%-37.4pp | 67.2%-28.1pp |
| Annual return | 10.47% | 54.93%-44.5pp | 29.32%-18.9pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,292 | $4,415-70.7% | $5,053-74.4% | $4,346-70.3% |
| Admin fee / account holder | $38 | $2,001-98.1% | $9,451-99.6% | $1,942-98.1% |