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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,502 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $25,710 |
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 | $72,046 | $103,685-30.5% | $105,387-31.6% | $65,185+10.5% |
| Participation rate | 99.2% | 83.2%+16.0pp | 82.6%+16.7pp | 70.2%+29.0pp |
| Annual return | 19.71% | 23.88%-4.2pp | 26.82%-7.1pp | 29.38%-9.7pp |
| Employer contribution / active EE | $5,179 | $3,842+34.8% | $4,213+22.9% | $2,177+137.9% |
| Participant deferral / active EE | $3,058 | $5,634-45.7% | $5,502-44.4% | $3,514-13.0% |
| Admin fee / account holder | $0 | $399-100.0% | $6,559-100.0% | $847-100.0% |