See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $40,026 |
LPL FINANCIAL5 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,538 | $65,061-23.9% | $143,757-65.5% | $66,914-26.0% |
| Participation rate | 51.2% | 65.2%-14.0pp | 80.3%-29.1pp | 69.8%-18.6pp |
| Annual return | -18.46% | -11.14%-7.3pp | -0.04%-18.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,061 | $2,361-55.1% | $4,951-78.6% | $2,544-58.3% |
| Participant deferral / active EE | $2,550 | $2,919-12.6% | $5,637-54.8% | $4,237-39.8% |
| Admin fee / account holder | $43 | $502-91.5% | $14,673-99.7% | $593-92.8% |