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 |
|---|---|---|
NATIONWIDE10+ years Service code 28 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $38,173 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC-RPCP Service code 28 · EIN 95-2834236 RPCP COMPENSATION PROCESSING PO BOX · SAN DIEGO, CA 92150 | Investment Management | $20,235 |
NATIONWIDE2 years Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $1,083 |
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 | $26,188 | $49,915-47.5% | $154,803-83.1% | $74,304-64.8% |
| Participation rate | 67.7% | 54.0%+13.8pp | 78.1%-10.4pp | 60.3%+7.4pp |
| Annual return | 12.93% | 34.06%-21.1pp | 58.88%-45.9pp | 29.43%-16.5pp |
| Employer contribution / active EE | $1,611 | $1,6110% | $4,305-62.6% | $2,241-28.1% |
| Participant deferral / active EE | $2,822 | $2,255+25.2% | $5,540-49.1% | $3,767-25.1% |
| Admin fee / account holder | $160 | $2,189-92.7% | $14,329-98.9% | $2,969-94.6% |