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 15 · EIN 31-4156860 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,729 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC-RPCP Service code 28 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Investment Management | $17,122 |
Service code 13 · EIN 41-2064284 1075 WASHINGTON STREET · EUGENE, OK 97401 | Contract Administrator | $4,193 |
IRON-CO-FID-COMPREHENSIVE5 years Service code 28 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Investment Management | $1,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,740 | $77,899-54.1% | $149,673-76.1% | $75,163-52.5% |
| Participation rate | 68.8% | 65.6%+3.2pp | 78.8%-9.9pp | 67.2%+1.6pp |
| Annual return | 14.73% | 31.72%-17.0pp | 134.42%-119.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,434 | $3,137-22.4% | $4,818-49.5% | $2,670-8.8% |
| Participant deferral / active EE | $1,524 | $3,411-55.3% | $5,680-73.2% | $4,125-63.0% |
| Admin fee / account holder | $1 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |