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 |
|---|---|---|
NATIONWIDE6+ years Service code 27 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $56,527 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL, LLC Service code 53 | Insurance Commissions | $23,248 |
Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $1,620 |
LPL FINANCIAL6+ 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 | $26,949 | $52,670-48.8% | $90,404-70.2% | $73,409-63.3% |
| Participation rate | 66.3% | 67.7%-1.4pp | 72.7%-6.4pp | 72.2%-5.9pp |
| Annual return | 11.81% | 20.70%-8.9pp | 1293.02%-1281.2pp | 59.29%-47.5pp |
| Employer contribution / active EE | $832 | $1,872-55.6% | $3,262-74.5% | $2,234-62.8% |
| Participant deferral / active EE | $1,511 | $2,807-46.2% | $3,963-61.9% | $3,805-60.3% |
| Admin fee / account holder | $66 | $117-43.8% | $5,611-98.8% | $158-58.4% |