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+ years Filed as: LPL FINANCIAL, LLC Service code 22 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Insurance Broker | $24,447 |
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,789 |
JADE PLAN SERVICES1+ years Filed as: JADE PLAN SERVICES, INC. Service code 13 · EIN 75-1808704 PO BOX 470185 · SAN DIEGO, CA 92121 | Contract Administrator | $3,221 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,829 | $50,464+28.5% | $75,781-14.5% | $52,331+23.9% |
| Participation rate | 40.0% | 66.8%-26.8pp | 75.8%-35.8pp | 68.1%-28.1pp |
| Annual return | -1.50% | 1.03%-2.5pp | 9.68%-11.2pp | 4.54%-6.0pp |
| Employer contribution / active EE | $288 | $1,988-85.5% | $3,323-91.3% | $1,882-84.7% |
| Participant deferral / active EE | $1,561 | $2,570-39.3% | $3,651-57.3% | $3,022-48.4% |
| Admin fee / account holder | $499 | $1,103-54.7% | $5,299-90.6% | $592-15.6% |