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 |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL-SMS SERVICE PROVIDER Service code 49 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Services | $68,597 |
NATIONWIDE3 years Service code 15 · EIN 31-4156830 | Recordkeeping | $48,658 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,119 | $79,428+16.0% | $106,548-13.5% | $79,386+16.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 11.26% | 18.27%-7.0pp | 26.80%-15.5pp | 116.85%-105.6pp |
| Employer contribution / active EE | $4,468 | $2,234+100.0% | $2,819+58.5% | $2,427+84.0% |
| Participant deferral / active EE | $4,619 | $3,823+20.8% | $4,398+5.0% | $4,046+14.2% |
| Admin fee / account holder | $543 | $523+3.8% | $7,407-92.7% | $626-13.3% |