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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $26,274 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,639 | $46,732-51.6% | $156,549-85.5% | $55,167-59.0% |
| Participation rate | 63.6% | 65.8%-2.2pp | 84.0%-20.4pp | 69.0%-5.4pp |
| Annual return | 6.56% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $530 | $2,105-74.8% | $5,501-90.4% | $1,963-73.0% |
| Participant deferral / active EE | $2,551 | $2,204+15.7% | $4,871-47.6% | $3,054-16.5% |
| Admin fee / account holder | $202 | $418-51.7% | $13,027-98.4% | $504-59.9% |