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 |
|---|---|---|
LOVASCO CONSULTING GROUP1+ years Service code 15 | Recordkeeping | $0 |
M HOLDINGS SECURITIES INC1+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 55 | Other Commissions | $0 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,811 | $40,256+48.6% | $57,343+4.3% | $59,632+0.3% |
| Participation rate | 55.6% | 69.2%-13.6pp | 75.1%-19.5pp | 68.7%-13.1pp |
| Annual return | 1.16% | 27.49%-26.3pp | 24.39%-23.2pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,885 | $2,399+20.3% | $3,162-8.8% | $3,192-9.6% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |