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) | $50,869 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL, LLC Service code 53 | Insurance Commissions | $20,584 |
Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $1,500 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 53 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,404 | $54,237-58.7% | $90,281-75.2% | $67,579-66.8% |
| Participation rate | 67.3% | 68.6%-1.3pp | 73.3%-6.0pp | 71.3%-4.0pp |
| Annual return | 20.74% | 37.27%-16.5pp | 78.10%-57.4pp | 378.56%-357.8pp |
| Employer contribution / active EE | $822 | $1,846-55.5% | $2,854-71.2% | $2,148-61.7% |
| Participant deferral / active EE | $1,255 | $2,625-52.2% | $3,885-67.7% | $3,539-64.5% |
| Admin fee / account holder | $55 | $123-55.1% | $5,351-99.0% | $142-61.1% |