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 FINANCIAL1 year Filed as: LPL FINANCIAL - SMS SERVICE PROVIDE Service code 28 · EIN 95-2834236 | Investment Management | $37,623 |
NATIONWIDE7 years Service code 28 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $34,312 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATE 3(38) Service code 28 · EIN 95-2834236 | Investment Management | $23,986 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $0 |
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 | $113,446 | $84,556+34.2% | $116,228-2.4% | $74,304+52.7% |
| Participation rate | 85.0% | 66.0%+19.0pp | 74.6%+10.4pp | 60.3%+24.7pp |
| Annual return | 12.71% | 18.35%-5.6pp | 90.06%-77.3pp | 29.43%-16.7pp |
| Employer contribution / active EE | $2,246 | $2,168+3.6% | $2,994-25.0% | $2,241+0.2% |
| Participant deferral / active EE | $4,457 | $3,814+16.8% | $4,953-10.0% | $3,767+18.3% |
| Admin fee / account holder | $417 | $3,792-89.0% | $11,989-96.5% | $2,969-85.9% |