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+ years Service code 53 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Commissions | $75,128 |
TRITON SERVICES CORPORATION1+ years Service code 15 10432 BALLS FORD ROAD · MANASSAS, VA 20109 | Recordkeeping | $2,620 |
LPL FINANCIAL1+ years Filed as: LPL/CARMELA WILLIAMS Service code 28 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,726 | $50,464-21.3% | $75,781-47.6% | $52,331-24.1% |
| Participation rate | 69.3% | 66.8%+2.5pp | 75.8%-6.5pp | 68.1%+1.2pp |
| Annual return | -0.38% | 1.03%-1.4pp | 9.68%-10.1pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,367 | $2,570-7.9% | $3,651-35.2% | $3,022-21.7% |
| Admin fee / account holder | $15 | $1,103-98.7% | $5,299-99.7% | $592-97.5% |