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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,661 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $29,112 |
Participant contribution per participant 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 | $77,302 | $118,971-35.0% | $112,977-31.6% | $73,488+5.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.6%+17.4pp | 70.7%+29.3pp |
| Annual return | 14.67% | 17.79%-3.1pp | 24.24%-9.6pp | 28.51%-13.8pp |
| Employer contribution / active EE | $4,527 | $4,091+10.7% | $4,255+6.4% | $2,270+99.4% |
| Participant deferral / active EE | $2,726 | $6,133-55.5% | $5,836-53.3% | $3,740-27.1% |
| Admin fee / account holder | $0 | $573-100.0% | $6,294-100.0% | $513-100.0% |