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 FINANCIAL4 years Filed as: LPL FINANCIAL-SMS SERVICE PROVIDER Service code 49 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Services | $56,889 |
NATIONWIDE4 years Service code 15 · EIN 31-4156830 | Recordkeeping | $46,677 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,980 | $72,607+21.2% | $90,749-3.1% | $66,914+31.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -17.38% | -12.28%-5.1pp | -12.16%-5.2pp | 1.58%-19.0pp |
| Employer contribution / active EE | $4,504 | $2,369+90.1% | $2,921+54.2% | $2,544+77.0% |
| Participant deferral / active EE | $5,311 | $3,977+33.5% | $4,564+16.4% | $4,237+25.3% |
| Admin fee / account holder | $566 | $707-20.0% | $8,445-93.3% | $593-4.6% |