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 | Recordkeeping | $20,145 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Participants) | $19,598 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 · EIN 35-2015845 | Claims processing; Recordkeeping and ... | $11,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,520 | $25,302-38.7% | $74,701-79.2% | $67,579-77.0% |
| Participation rate | 45.8% | 37.8%+8.0pp | 54.5%-8.7pp | 71.3%-25.5pp |
| Annual return | 13.31% | 10291.17%-10277.9pp | 752.92%-739.6pp | 378.56%-365.2pp |
| Employer contribution / active EE | $99 | $446-77.8% | $1,084-90.8% | $2,148-95.4% |
| Participant deferral / active EE | $491 | $954-48.5% | $1,964-75.0% | $3,539-86.1% |
| Admin fee / account holder | $202 | $108+88.0% | $3,333-93.9% | $142+42.3% |