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 |
|---|---|---|
NATIONWIDE1+ years Service code 27 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $33,790 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 53 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $14,294 |
Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $6,160 |
LPL FINANCIAL1+ years Filed as: LPL Service code 53 PO BOX 502308 · SAN DIEGO, CA 92150 | Insurance Commissions | $202 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,131 | $38,925-74.0% | $73,843-86.3% | $55,191-81.6% |
| Participation rate | 99.6% | 66.0%+33.6pp | 73.4%+26.2pp | 69.2%+30.4pp |
| Annual return | -1.45% | 6.31%-7.8pp | 2267.84%-2269.3pp | 10.78%-12.2pp |
| Employer contribution / active EE | $1,065 | $1,695-37.2% | $2,787-61.8% | $1,899-43.9% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $34 | $83-59.4% | $4,880-99.3% | $91-62.9% |