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 |
|---|---|---|
NATIONWIDE4 years Service code 26 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $21,114 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $18,009 |
PENTEGRA SERVICES, INC.4 years Filed as: APS PENTEGRA Service code 13 · EIN 13-3892096 5350 77 CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $5,394 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $2,371 |
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 | $70,134 | $80,717-13.1% | $154,803-54.7% | $84,808-17.3% |
| Participation rate | 51.2% | 66.8%-15.6pp | 78.1%-26.9pp | 68.3%-17.1pp |
| Annual return | 14.79% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,486 | $2,761-46.2% | $4,305-65.5% | $2,631-43.5% |
| Participant deferral / active EE | $3,061 | $3,303-7.3% | $5,540-44.8% | $4,212-27.3% |
| Admin fee / account holder | $258 | $6,746-96.2% | $14,329-98.2% | $7,344-96.5% |