See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $28,207 |
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,735 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,898 | $99,016-29.4% | $93,789-25.5% | $66,914+4.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 81.0%+19.0pp | 69.8%+30.2pp |
| Annual return | -4.61% | -14.59%+10.0pp | -11.33%+6.7pp | 1.58%-6.2pp |
| Employer contribution / active EE | $5,715 | $4,769+19.8% | $4,323+32.2% | $2,544+124.6% |
| Participant deferral / active EE | $3,868 | $6,689-42.2% | $6,094-36.5% | $4,237-8.7% |
| Admin fee / account holder | $0 | $477-100.0% | $7,195-100.0% | $593-100.0% |