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 |
|---|---|---|
NATIONWIDE9+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $28,058 |
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL LLC-RPCP Service code 28 RPCP COMPENSATION PROCESSING PO BOX · SAN DIEGO, CA 92150 | Investment Management | $18,874 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $987 |
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 | $22,799 | $55,415-58.9% | $155,509-85.3% | $74,495-69.4% |
| Participation rate | 81.0% | 61.9%+19.1pp | 78.2%+2.8pp | 67.2%+13.8pp |
| Annual return | 14.33% | 268.50%-254.2pp | 64.67%-50.3pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,325 | $2,267+2.5% | $4,672-50.2% | $2,623-11.4% |
| Participant deferral / active EE | $2,227 | $2,836-21.5% | $5,626-60.4% | $4,346-48.7% |
| Admin fee / account holder | $146 | $1,738-91.6% | $15,912-99.1% | $1,942-92.5% |