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 FINANCIAL4+ years Filed as: LPL FINANCIAL, LLC Service code 22 RPCP COMPENSATIN PROCESSING · SAN DIEGO, CA 92150 | Insurance Broker | $31,116 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,828 |
JADE PLAN SERVICES2 years Service code 13 PO BOX 470185 · FORT WORTH, TX 76107 | Contract Administrator | $3,675 |
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 | $80,826 | $55,449+45.8% | $83,848-3.6% | $56,287+43.6% |
| Participation rate | 35.8% | 68.0%-32.3pp | 76.1%-40.4pp | 69.9%-34.1pp |
| Annual return | -4.98% | -1.38%-3.6pp | 850.88%-855.9pp | -9.96%+5.0pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,346 | $2,935-54.1% | $4,082-67.0% | $3,350-59.8% |
| Admin fee / account holder | $835 | $656+27.3% | $5,478-84.8% | $521+60.3% |