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 |
|---|---|---|
NATIONWIDE8+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43125 | Loan Processing | $32,260 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $6,839 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 26 | Advisory (Participants) | $4,366 |
INTAC ACTUARIAL SERVICES3 years Filed as: INTAC ACTUARIAL SERVICES INC. Service code 17 · EIN 11-3401702 | Pension Consulting | $1,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,274 | $83,884-59.1% | $64,056-46.5% | $74,419-53.9% |
| Participation rate | 65.5% | 76.6%-11.1pp | 72.3%-6.8pp | 70.7%-5.3pp |
| Annual return | 16.84% | 16.57%+0.3pp | 33.69%-16.9pp | 34.38%-17.5pp |
| Employer contribution / active EE | $558 | $3,084-81.9% | $2,747-79.7% | $2,637-78.8% |
| Participant deferral / active EE | $3,104 | $3,692-15.9% | $3,880-20.0% | $4,528-31.5% |
| Admin fee / account holder | $8 | $196-96.0% | $3,068-99.7% | $348-97.7% |