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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $51,777 |
Filed as: CWM Service code 28 · EIN 27-4011107 13321 CALIFORNIA ST · OMAHA, NE 68154 | Investment Management | $17,192 |
GOLDLEAF PARTNERS5+ years Service code 14 14221 GOLF COURSE DRIVE · BAXTER, MN 56425 | Plan Administrator | $8,875 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-EPCP Service code 15 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Recordkeeping | $5,822 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,719 | $40,174-53.4% | $84,015-77.7% | $67,579-72.3% |
| Participation rate | 35.8% | 62.7%-26.9pp | 69.0%-33.3pp | 71.3%-35.5pp |
| Annual return | 20.52% | 25.82%-5.3pp | 71.31%-50.8pp | 378.56%-358.0pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,680 | $2,301-27.0% | $3,239-48.1% | $3,539-52.5% |
| Admin fee / account holder | $0 | $128-100.0% | $6,101-100.0% | $142-100.0% |