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 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $67,243 |
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL, LLC Service code 53 | Insurance Commissions | $26,502 |
REBECCA HALEY1 year Filed as: REBECCA ADKINS Service code 26 941 MARKET STREET · PIKETON, OH 456619757 | Advisory (Participants) | $1,860 |
Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $0 |
LPL FINANCIAL9+ 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 | $28,739 | $52,208-45.0% | $86,612-66.8% | $74,419-61.4% |
| Participation rate | 44.1% | 66.3%-22.2pp | 71.7%-27.6pp | 70.7%-26.6pp |
| Annual return | 14.03% | 44.46%-30.4pp | 591.07%-577.0pp | 34.38%-20.3pp |
| Employer contribution / active EE | $694 | $2,282-69.6% | $3,022-77.0% | $2,637-73.7% |
| Participant deferral / active EE | $1,259 | $3,383-62.8% | $4,438-71.6% | $4,528-72.2% |
| Admin fee / account holder | $86 | $319-73.1% | $5,614-98.5% | $348-75.3% |