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 |
|---|---|---|
NATIONWIDE11+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $16,124 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC-RPCP Service code 28 · EIN 95-2834236 RPCP COMPENSATION PROCESSING PO BOX · SAN DIEGO, CA 92150 | Investment Management | $12,308 |
NATIONWIDE2 years Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $150 |
Filed as: METROPOLITAN LIFE INSURANCE CO 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 | $28,528 | $54,705-47.9% | $71,209-59.9% | $84,808-66.4% |
| Participation rate | 60.2% | 64.1%-3.9pp | 73.8%-13.5pp | 68.3%-8.1pp |
| Annual return | 14.22% | 35.90%-21.7pp | 282.51%-268.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,020 | $2,158-52.7% | $2,721-62.5% | $2,631-61.2% |
| Participant deferral / active EE | $2,172 | $3,030-28.3% | $4,175-48.0% | $4,212-48.4% |
| Admin fee / account holder | $134 | $4,863-97.3% | $5,349-97.5% | $7,344-98.2% |