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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,593 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC RPCP Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $21,370 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,901 | $61,156-52.7% | $185,823-84.4% | $79,386-63.6% |
| Participation rate | 84.0% | 66.6%+17.4pp | 81.7%+2.3pp | 70.7%+13.3pp |
| Annual return | 11.89% | 19.45%-7.6pp | 122.05%-110.2pp | 116.85%-105.0pp |
| Employer contribution / active EE | $2,489 | $2,321+7.2% | $5,167-51.8% | $2,427+2.5% |
| Participant deferral / active EE | $1,691 | $2,789-39.4% | $5,568-69.6% | $4,046-58.2% |
| Admin fee / account holder | $137 | $710-80.6% | $16,237-99.2% | $626-78.1% |