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 |
|---|---|---|
NATIONWIDE5+ years Service code 27 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $37,225 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 53 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $14,668 |
Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $3,520 |
Participant contribution per participant 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 | $12,366 | $54,237-77.2% | $90,281-86.3% | $67,579-81.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 17.88% | 37.27%-19.4pp | 78.10%-60.2pp | 378.56%-360.7pp |
| Employer contribution / active EE | $1,233 | $1,846-33.2% | $2,854-56.8% | $2,148-42.6% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $37 | $123-70.3% | $5,351-99.3% | $142-74.3% |