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 |
|---|---|---|
NATIONWIDE8+ years Service code 27 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $43,367 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC Service code 53 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $16,530 |
Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $3,440 |
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 | $10,316 | $47,722-78.4% | $82,719-87.5% | $64,808-84.1% |
| Participation rate | 98.2% | 67.6%+30.5pp | 72.6%+25.6pp | 71.5%+26.7pp |
| Annual return | -15.38% | -13.05%-2.3pp | 701.18%-716.6pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,335 | $2,179-38.7% | $3,009-55.6% | $2,506-46.7% |
| Participant deferral / active EE | $0 | $3,329-100.0% | $4,395-100.0% | $4,310-100.0% |
| Admin fee / account holder | $41 | $143-71.1% | $5,329-99.2% | $188-78.0% |