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) | $70,155 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL, LLC Service code 53 | Insurance Commissions | $27,427 |
Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $2,220 |
LPL FINANCIAL8+ 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 | $24,468 | $47,722-48.7% | $82,719-70.4% | $64,808-62.2% |
| Participation rate | 48.9% | 67.6%-18.7pp | 72.6%-23.7pp | 71.5%-22.6pp |
| Annual return | -15.25% | -13.05%-2.2pp | 701.18%-716.4pp | 32.82%-48.1pp |
| Employer contribution / active EE | $753 | $2,179-65.4% | $3,009-75.0% | $2,506-69.9% |
| Participant deferral / active EE | $1,355 | $3,329-59.3% | $4,395-69.2% | $4,310-68.6% |
| Admin fee / account holder | $88 | $143-38.5% | $5,329-98.4% | $188-53.2% |