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 |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 ATTN COMMISIONS DEPT · SAN DIEGO, CA 92121 | Advisory (Plan) | $79,836 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,181 |
Service code 13 · EIN 36-4013756 2001 MIDWEST ROAD, SUITE 306 · OAK BROOK, IL 60523 | Contract Administrator | $15,953 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $210,960 | $73,404+187.4% | $87,100+142.2% | $67,579+212.2% |
| Participation rate | 93.2% | 80.9%+12.3pp | 76.9%+16.3pp | 71.3%+21.9pp |
| Annual return | 18.29% | 48.29%-30.0pp | 28.19%-9.9pp | 378.56%-360.3pp |
| Employer contribution / active EE | $2,033 | $2,014+0.9% | $2,521-19.4% | $2,148-5.4% |
| Participant deferral / active EE | $6,599 | $3,913+68.7% | $4,049+63.0% | $3,539+86.4% |
| Admin fee / account holder | $17 | $142-88.2% | $7,497-99.8% | $142-88.3% |