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 FINANCIAL6+ years Filed as: LPL FINANCIAL, LLC Service code 22 RPCP COMPENSATIN PROCESSING · SAN DIEGO, CA 92150 | Insurance Broker | $34,079 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,086 |
JADE PLAN SERVICES4 years Service code 13 PO BOX 470185 · FORT WORTH, TX 76107 | Contract Administrator | $3,596 |
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 | $102,960 | $69,362+48.4% | $101,248+1.7% | $73,488+40.1% |
| Participation rate | 38.3% | 68.4%-30.1pp | 75.8%-37.6pp | 70.7%-32.4pp |
| Annual return | 14.19% | 18.46%-4.3pp | 46.47%-32.3pp | 28.51%-14.3pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,459 | $3,300-55.8% | $4,370-66.6% | $3,740-61.0% |
| Admin fee / account holder | $869 | $704+23.5% | $5,945-85.4% | $513+69.3% |