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 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,243 |
LPL FINANCIAL1 year Service code 26 ATTN COMMISSIONS DEPT · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $56,382 | $47,977+17.5% | $154,107-63.4% | $56,287+0.2% |
| Participation rate | 50.0% | 66.2%-16.2pp | 83.0%-33.0pp | 69.9%-19.9pp |
| Annual return | -6.39% | 3.54%-9.9pp | 735.12%-741.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $887 | $2,169-59.1% | $5,298-83.3% | $2,111-58.0% |
| Participant deferral / active EE | $2,460 | $2,392+2.8% | $5,081-51.6% | $3,350-26.6% |
| Admin fee / account holder | $539 | $438+22.9% | $13,411-96.0% | $521+3.4% |