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 |
|---|---|---|
NATIONWIDE10+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $12,878 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 28 · EIN 95-2834236 RPCP COMPENSATION PROCESSING PO BOX · SAN DIEGO, CA 92150 | Investment Management | $10,524 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $141 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 55-0000000 | Investment Management | $30 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,110 | $58,208-58.6% | $81,812-70.5% | $80,856-70.2% |
| Participation rate | 69.0% | 63.4%+5.6pp | 72.3%-3.4pp | 67.6%+1.3pp |
| Annual return | 14.00% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,047 | $2,340-55.2% | $2,912-64.0% | $2,755-62.0% |
| Participant deferral / active EE | $2,217 | $3,281-32.4% | $4,319-48.7% | $4,296-48.4% |
| Admin fee / account holder | $96 | $4,981-98.1% | $7,386-98.7% | $6,918-98.6% |