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 FINANCIAL5+ years Filed as: LPL FINANCIAL, LLC Service code 22 RPCP COMPENSATIN PROCESSING · SAN DIEGO, CA 92150 | Insurance Broker | $32,509 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,009 |
JADE PLAN SERVICES3 years Service code 13 PO BOX 470185 · FORT WORTH, TX 76107 | Contract Administrator | $4,137 |
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 | $94,794 | $63,114+50.2% | $92,893+2.0% | $65,185+45.4% |
| Participation rate | 38.2% | 68.8%-30.6pp | 76.0%-37.9pp | 70.2%-32.0pp |
| Annual return | 19.18% | 28.75%-9.6pp | 109.41%-90.2pp | 29.38%-10.2pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,441 | $3,108-53.6% | $4,236-66.0% | $3,514-59.0% |
| Admin fee / account holder | $874 | $624+40.1% | $5,794-84.9% | $847+3.1% |