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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,401 |
INNOVATIVE PENSION2+ years Service code 12 · EIN 33-0166640 14251 DANIELSON STREET · POWAY, CA 92064 | Direct payment from the plan; Recordk... | $5,451 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 17 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,969 | $52,467-69.6% | $57,179-72.1% | $55,167-71.1% |
| Participation rate | 64.2% | 75.8%-11.7pp | 75.3%-11.2pp | 69.0%-4.8pp |
| Annual return | 3.18% | 7.72%-4.5pp | 14.59%-11.4pp | 169.23%-166.0pp |
| Employer contribution / active EE | $21 | $2,477-99.2% | $2,682-99.2% | $1,963-99.0% |
| Participant deferral / active EE | $1,509 | $2,830-46.7% | $3,096-51.3% | $3,054-50.6% |
| Admin fee / account holder | $61 | $269-77.3% | $3,139-98.1% | $504-87.9% |