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 |
|---|---|---|
NATIONWIDE3+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $32,724 |
LPL FINANCIAL3+ 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.
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 | $31,923 | $73,102-56.3% | $123,544-74.2% | $56,287-43.3% |
| Participation rate | 40.1% | 74.3%-34.2pp | 82.3%-42.1pp | 69.9%-29.7pp |
| Annual return | -5.45% | 3.01%-8.5pp | 119.20%-124.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,017 | $2,977-32.2% | $4,628-56.4% | $2,111-4.4% |
| Participant deferral / active EE | $3,924 | $5,423-27.6% | $6,426-38.9% | $3,350+17.1% |
| Admin fee / account holder | $22 | $554-96.1% | $9,284-99.8% | $521-95.8% |