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 | $19,726 |
PENTEGRA SERVICES, INC.1 year Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Plan Administrator | $7,179 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 22 | Insurance Broker | $5,088 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 22 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,842 | $66,124-76.0% | $90,404-82.5% | $73,488-78.4% |
| Participation rate | 93.3% | 69.7%+23.6pp | 72.7%+20.6pp | 70.7%+22.6pp |
| Annual return | 33.01% | 17.65%+15.4pp | 1293.02%-1260.0pp | 28.51%+4.5pp |
| Employer contribution / active EE | $1,589 | $2,346-32.3% | $3,262-51.3% | $2,270-30.0% |
| Participant deferral / active EE | $3,890 | $3,039+28.0% | $3,963-1.8% | $3,740+4.0% |
| Admin fee / account holder | $154 | $396-61.1% | $5,611-97.3% | $513-70.0% |