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 27 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $43,151 |
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL LLC Service code 53 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $7,830 |
REBECCA HALEY1 year Filed as: REBECCA ADKINS Service code 26 941 MARKET STREET · PIKETON, OH 45661 | Advisory (Participants) | $3,820 |
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 | $11,569 | $52,208-77.8% | $86,612-86.6% | $74,419-84.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 14.03% | 44.46%-30.4pp | 591.07%-577.0pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,515 | $2,282-33.6% | $3,022-49.9% | $2,637-42.6% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,528-100.0% |
| Admin fee / account holder | $39 | $319-87.8% | $5,614-99.3% | $348-88.8% |