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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 13 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 921502533 | Contract Administrator | $48,275 |
NATIONWIDE8+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $48,190 |
CETERA ADVISOR NETWORKS LLC7 years Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 13 · EIN 94-3324288 P.O. BOX 303 · ST CLOUD, MN 56302 | Contract Administrator | $28,600 |
Filed as: IRON-CO-FID--INDEX-COMPREHENSIVE Service code 33 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Securities brokerage | $6,818 |
NATIONWIDE8+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Contract Administrator | $1,011 |
TD AMERITRADE, INC.8+ years Filed as: TD AMERITRADE Service code 13 4211 S. 102ND ST · OMAHA, NE 68127 | Contract Administrator | $5 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,184 | $42,504-57.2% | $159,960-88.6% | $77,904-76.7% |
| Participation rate | 17.6% | 66.9%-49.3pp | 78.0%-60.4pp | 73.7%-56.1pp |
| Annual return | -13.63% | -12.43%-1.2pp | 408.60%-422.2pp | 12.21%-25.8pp |
| Employer contribution / active EE | $0 | $1,684-100.0% | $4,226-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $557 | $3,919-85.8% | $6,182-91.0% | $4,806-88.4% |
| Admin fee / account holder | $168 | $98+72.7% | $8,698-98.1% | $133+27.1% |