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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,977 |
LPL FINANCIAL3 years 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,673 | $58,879-5.4% | $178,490-68.8% | $73,488-24.2% |
| Participation rate | 52.0% | 66.2%-14.2pp | 81.9%-29.9pp | 70.7%-18.7pp |
| Annual return | 12.75% | 24.86%-12.1pp | 151.07%-138.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $932 | $2,236-58.3% | $5,011-81.4% | $2,270-58.9% |
| Participant deferral / active EE | $2,417 | $2,567-5.9% | $5,202-53.5% | $3,740-35.4% |
| Admin fee / account holder | $481 | $400+20.2% | $13,984-96.6% | $513-6.2% |