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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $49,348 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 | Investment Management | $27,060 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 15 · EIN 31-4156830 | Recordkeeping | $441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,339 | $80,724+225.0% | $103,333+153.9% | $74,495+252.2% |
| Participation rate | 10.4% | 65.7%-55.3pp | 74.5%-64.1pp | 67.2%-56.8pp |
| Annual return | 14.21% | 27.56%-13.4pp | 24.88%-10.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,144 | $3,157-32.1% | $3,868-44.6% | $2,623-18.3% |
| Participant deferral / active EE | $7,870 | $3,860+103.9% | $5,057+55.6% | $4,346+81.1% |
| Admin fee / account holder | $45 | $2,368-98.1% | $8,355-99.5% | $1,942-97.7% |