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 9-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 |
|---|---|---|
NATIONWIDE2 years Service code 15 1 NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,284 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL - SMS SERVICE PROVIDE Service code 26 · EIN 95-2834236 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Advisory (Participants) | $10,074 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL SMS PASSIVE Service code 26 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Advisory (Participants) | $4,031 |
Service code 16 · EIN 88-0311232 9665 CHESAPEAKE DR. · SAN DIEGO, CA 92123 | Consulting | $3,045 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,307 | $84,487-70.0% | $125,339-79.8% | $66,914-62.2% |
| Participation rate | 83.2% | 76.4%+6.8pp | 82.4%+0.9pp | 69.8%+13.4pp |
| Annual return | -14.46% | -8.39%-6.1pp | 572.05%-586.5pp | 1.58%-16.0pp |
| Employer contribution / active EE | $3,032 | $3,553-14.7% | $4,814-37.0% | $2,544+19.2% |
| Participant deferral / active EE | $5,023 | $6,781-25.9% | $7,446-32.5% | $4,237+18.6% |
| Admin fee / account holder | $210 | $685-69.3% | $10,010-97.9% | $593-64.6% |