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 |
|---|---|---|
NATIONWIDE1+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $34,251 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE Service code 65 47 PARK PLACE · APPLETON, WI 54914 | Account Maintenance | $3,861 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,222 | $72,770-43.4% | $67,652-39.1% | $55,191-25.3% |
| Participation rate | 66.6% | 78.8%-12.2pp | 75.7%-9.1pp | 69.2%-2.6pp |
| Annual return | 0.21% | -3.26%+3.5pp | 6625.04%-6624.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $824 | $1,769-53.4% | $2,266-63.6% | $1,899-56.6% |
| Participant deferral / active EE | $2,129 | $3,408-37.5% | $3,560-40.2% | $3,046-30.1% |
| Admin fee / account holder | $14 | $79-82.9% | $4,821-99.7% | $91-85.1% |