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 |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,937 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $7,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $151,476 | $72,012+110.3% | $185,823-18.5% | $79,858+89.7% |
| Participation rate | 24.4% | 65.8%-41.4pp | 78.0%-53.7pp | 69.6%-45.3pp |
| Annual return | 12.76% | 23.12%-10.4pp | 35.95%-23.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $627 | $1,965-68.1% | $4,087-84.7% | $2,471-74.6% |
| Participant deferral / active EE | $1,318 | $3,779-65.1% | $5,632-76.6% | $3,740-64.8% |
| Admin fee / account holder | $18 | $4,513-99.6% | $9,500-99.8% | $5,306-99.7% |