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 |
|---|---|---|
NATIONWIDE7+ years Service code 27 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $73,218 |
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL, LLC Service code 53 | Insurance Commissions | $29,817 |
Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $900 |
LPL FINANCIAL7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,729 | $58,290-49.0% | $98,442-69.8% | $86,799-65.8% |
| Participation rate | 60.5% | 68.3%-7.8pp | 73.3%-12.8pp | 72.3%-11.8pp |
| Annual return | 12.76% | 43.48%-30.7pp | 1492.73%-1480.0pp | 97.91%-85.1pp |
| Employer contribution / active EE | $828 | $2,008-58.8% | $2,960-72.0% | $2,405-65.6% |
| Participant deferral / active EE | $1,617 | $3,152-48.7% | $4,276-62.2% | $4,131-60.9% |
| Admin fee / account holder | $76 | $138-44.8% | $5,949-98.7% | $170-55.2% |