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 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $42,451 |
LPL FINANCIAL2+ years Service code 27 ATTN COMMISSIONS DEPT · SAN DIEGO, CA 92121 | 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,574 | $80,753-53.5% | $136,294-72.4% | $62,292-39.7% |
| Participation rate | 41.4% | 73.5%-32.2pp | 81.9%-40.5pp | 69.5%-28.1pp |
| Annual return | 23.45% | 35.83%-12.4pp | 5155.94%-5132.5pp | 28.90%-5.4pp |
| Employer contribution / active EE | $1,806 | $2,884-37.4% | $4,695-61.5% | $2,042-11.6% |
| Participant deferral / active EE | $3,345 | $5,164-35.2% | $6,247-46.5% | $3,169+5.5% |
| Admin fee / account holder | $23 | $525-95.7% | $9,243-99.8% | $479-95.2% |