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 53 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Commissions | $42,301 |
TRITON SERVICES CORPORATION3+ years Service code 15 4114 LEGATO ROAD · FAIRFAX, VA 22033 | Recordkeeping | $12,337 |
LPL FINANCIAL3+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,334 | $58,726+2.7% | $92,233-34.6% | $62,292-3.1% |
| Participation rate | 65.4% | 68.3%-3.0pp | 76.5%-11.1pp | 69.5%-4.2pp |
| Annual return | 17.99% | 43.62%-25.6pp | 176.28%-158.3pp | 28.90%-10.9pp |
| Employer contribution / active EE | $7 | $2,392-99.7% | $3,679-99.8% | $2,042-99.6% |
| Participant deferral / active EE | $2,598 | $2,766-6.1% | $3,897-33.3% | $3,169-18.0% |
| Admin fee / account holder | $82 | $556-85.3% | $5,194-98.4% | $479-83.0% |