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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $101,933 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL CORPORATION Service code 26 ATTN COMISSIONS DEPT. · SAN DIEGO, CA 92121 | Advisory (Participants) | $34,377 |
Filed as: CREATIVE PLAN ADMINISTRATORS Service code 17 433 NEW KARNER ROAD · ALBANY, NY 12205 | Pension Consulting | $29,467 |
Service code 15 | Recordkeeping | $8,379 |
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 | $22,513 | $40,174-44.0% | $84,015-73.2% | $67,579-66.7% |
| Participation rate | 73.9% | 62.7%+11.3pp | 69.0%+4.9pp | 71.3%+2.7pp |
| Annual return | 24.40% | 25.82%-1.4pp | 71.31%-46.9pp | 378.56%-354.2pp |
| Employer contribution / active EE | $310 | $808-61.6% | $1,983-84.4% | $2,148-85.6% |
| Participant deferral / active EE | $2,132 | $2,301-7.4% | $3,239-34.2% | $3,539-39.8% |
| Admin fee / account holder | $39 | $128-69.5% | $6,101-99.4% | $142-72.5% |