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 |
|---|---|---|
NATIONWIDE6 years Service code 27 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $19,268 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,803 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,145 |
RKL LLP4 years Service code 10 · EIN 23-2108173 | Accounting | $7,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,038 | $52,122-19.3% | $104,294-59.7% | $64,808-35.1% |
| Participation rate | 63.3% | 56.0%+7.2pp | 73.3%-10.0pp | 71.5%-8.2pp |
| Annual return | -9.86% | 13.26%-23.1pp | 24.61%-34.5pp | 32.82%-42.7pp |
| Employer contribution / active EE | $1,082 | $1,627-33.5% | $3,372-67.9% | $2,506-56.8% |
| Participant deferral / active EE | $2,324 | $2,823-17.7% | $4,625-49.8% | $4,310-46.1% |
| Admin fee / account holder | $249 | $155+61.0% | $7,339-96.6% | $188+32.5% |