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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,578 |
PENTEGRA SERVICES, INC.6+ years Filed as: APS-PENTEGRA Service code 13 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $3,721 |
LPL FINANCIAL6+ years Filed as: LPL DINNXIL LLX Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $31,727 | $58,879-46.1% | $178,490-82.2% | $73,488-56.8% |
| Participation rate | 27.4% | 66.2%-38.8pp | 81.9%-54.5pp | 70.7%-43.3pp |
| Annual return | 15.36% | 24.86%-9.5pp | 151.07%-135.7pp | 28.51%-13.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,232 | $2,567-52.0% | $5,202-76.3% | $3,740-67.1% |
| Admin fee / account holder | $419 | $400+4.6% | $13,984-97.0% | $513-18.4% |