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 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities); In... | $15,501 |
LPL FINANCIAL8+ years Service code 15 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Recordkeeping | $14,640 |
REHMANN ROBSON8+ years Filed as: REHMANN FINANCIAL GROUP Service code 15 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Recordkeeping | $2,782 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,900 | $51,197+3.3% | $82,719-36.0% | $66,914-20.9% |
| Participation rate | 93.5% | 67.8%+25.6pp | 72.6%+20.9pp | 69.8%+23.7pp |
| Annual return | -14.95% | -9.64%-5.3pp | 701.18%-716.1pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,051 | $2,611-59.7% | $3,009-65.1% | $2,544-58.7% |
| Participant deferral / active EE | $4,612 | $3,458+33.4% | $4,395+4.9% | $4,237+8.9% |
| Admin fee / account holder | $284 | $416-31.7% | $5,329-94.7% | $593-52.2% |