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 9-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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 26 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $17,971 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,563 |
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 | $55,147 | $43,504+26.8% | $68,793-19.8% | $56,287-2.0% |
| Participation rate | 49.2% | 67.8%-18.6pp | 72.2%-23.0pp | 69.9%-20.6pp |
| Annual return | -4.47% | -3.15%-1.3pp | -4.63%+0.2pp | -9.96%+5.5pp |
| Employer contribution / active EE | $807 | $1,525-47.1% | $2,625-69.2% | $2,111-61.8% |
| Participant deferral / active EE | $1,919 | $2,509-23.5% | $3,311-42.0% | $3,350-42.7% |
| Admin fee / account holder | $0 | $515-100.0% | $5,131-100.0% | $521-100.0% |