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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $11,350 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 51 · EIN 95-2834236 | Investment Mgmt Fees | $8,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,592 | $54,350-62.1% | $82,719-75.1% | $68,494-69.9% |
| Participation rate | 58.2% | 63.9%-5.8pp | 72.6%-14.4pp | 67.9%-9.7pp |
| Annual return | -13.69% | -13.67%0pp | 701.18%-714.9pp | -7.84%-5.8pp |
| Employer contribution / active EE | $797 | $2,218-64.1% | $3,009-73.5% | $2,596-69.3% |
| Participant deferral / active EE | $1,738 | $3,246-46.4% | $4,395-60.4% | $4,027-56.8% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |