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 6-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+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $13,709 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $6,114 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,992 | $54,237-83.4% | $90,281-90.0% | $67,579-86.7% |
| Participation rate | 73.5% | 68.6%+4.9pp | 73.3%+0.2pp | 71.3%+2.2pp |
| Annual return | 54.70% | 37.27%+17.4pp | 78.10%-23.4pp | 378.56%-323.9pp |
| Employer contribution / active EE | $2,931 | $1,846+58.8% | $2,854+2.7% | $2,148+36.5% |
| Participant deferral / active EE | $542 | $2,625-79.3% | $3,885-86.0% | $3,539-84.7% |
| Admin fee / account holder | $0 | $123-100.0% | $5,351-100.0% | $142-100.0% |