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 |
|---|---|---|
NATIONWIDE6+ years Service code 64 · EIN 31-4156830 | Recordkeeping Fees | $11,067 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL, LLC Service code 71 · EIN 95-2834236 | Brokerage Fees | $9,212 |
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.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,452 | $29,516-57.8% | $77,482-83.9% | $90,288-86.2% |
| Participation rate | 23.4% | 33.7%-10.2pp | 54.2%-30.7pp | 73.4%-49.9pp |
| Annual return | 10.08% | 231.18%-221.1pp | 54.79%-44.7pp | 53.97%-43.9pp |
| Employer contribution / active EE | $111 | $381-70.9% | $986-88.8% | $2,524-95.6% |
| Participant deferral / active EE | $534 | $944-43.5% | $1,861-71.3% | $4,232-87.4% |
| Admin fee / account holder | $118 | $106+11.6% | $2,858-95.9% | $114+3.6% |