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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $39,848 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Investment Management | $3,911 |
DUNBAR, BENDER & ZAPF, INC.1+ years Service code 17 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Pension Consulting | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $48,627 | $89,553-45.7% | $81,367-40.2% | $52,331-7.1% |
| Participation rate | 67.7% | 82.2%-14.5pp | 82.3%-14.5pp | 68.1%-0.4pp |
| Annual return | 7.16% | 4.41%+2.8pp | -0.92%+8.1pp | 4.54%+2.6pp |
| Employer contribution / active EE | $0 | $3,780-100.0% | $3,930-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,183 | $5,359-3.3% | $5,383-3.7% | $3,022+71.5% |
| Admin fee / account holder | $0 | $1,914-100.0% | $8,926-100.0% | $592-100.0% |