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 FINANCIAL3+ years Filed as: LPL FINANCIAL, LLC Service code 22 RPCP COMPENSATIN PROCESSING · SAN DIEGO, CA 92150 | Insurance Broker | $28,904 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,983 |
JADE PLAN SERVICES1 year Service code 13 PO BOX 470185 · FORT WORTH, TX 76107 | Contract Administrator | $3,547 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,785 | $58,726+42.7% | $92,233-9.2% | $62,292+34.5% |
| Participation rate | 39.8% | 68.3%-28.6pp | 76.5%-36.7pp | 69.5%-29.7pp |
| Annual return | 15.87% | 43.62%-27.7pp | 176.28%-160.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,553 | $2,766-43.8% | $3,897-60.1% | $3,169-51.0% |
| Admin fee / account holder | $756 | $556+35.8% | $5,194-85.4% | $479+57.7% |