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 |
|---|---|---|
NATIONWIDE10+ years Service code 26 · EIN 73-0988442 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $47,568 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL, LLC Service code 53 | Insurance Commissions | $29,195 |
CREATIVE RETIREMENT SYSTEMS, INC.10+ years Service code 15 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $720 |
LPL FINANCIAL10+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,939 | $65,908-51.5% | $81,812-61.0% | $77,643-58.9% |
| Participation rate | 45.4% | 65.8%-20.4pp | 72.3%-26.9pp | 70.6%-25.1pp |
| Annual return | 10.48% | 26.64%-16.2pp | 773.79%-763.3pp | 31.24%-20.8pp |
| Employer contribution / active EE | $792 | $2,370-66.6% | $2,912-72.8% | $2,726-70.9% |
| Participant deferral / active EE | $1,433 | $3,505-59.1% | $4,319-66.8% | $4,647-69.2% |
| Admin fee / account holder | $85 | $526-83.8% | $7,386-98.8% | $430-80.2% |