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 9-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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $14,432 |
LPL FINANCIAL9+ years Service code 20 PO BOX 509026 · SAN DIEGO, CA 921503091 | Consulting fees; Trustee (individual)... | $5,640 |
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 | $16,817 | $53,136-68.4% | $155,509-89.2% | $199,593-91.6% |
| Participation rate | 11.9% | 64.1%-52.2pp | 78.2%-66.3pp | 72.0%-60.1pp |
| Annual return | 13.78% | 41.15%-27.4pp | 64.67%-50.9pp | 34.25%-20.5pp |
| Employer contribution / active EE | $264 | $1,851-85.7% | $4,672-94.3% | $3,034-91.3% |
| Participant deferral / active EE | $327 | $3,161-89.6% | $5,626-94.2% | $5,087-93.6% |
| Admin fee / account holder | $97 | $185-47.8% | $15,912-99.4% | $269-64.0% |