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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC-RPCP Service code 26 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $17,838 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,609 | $50,666+11.7% | $76,817-26.3% | $65,185-13.2% |
| Participation rate | 47.6% | 68.8%-21.2pp | 72.1%-24.5pp | 70.2%-22.6pp |
| Annual return | 16.55% | 28.51%-12.0pp | 1166.11%-1149.6pp | 29.38%-12.8pp |
| Employer contribution / active EE | $696 | $1,575-55.8% | $2,302-69.8% | $2,177-68.0% |
| Participant deferral / active EE | $1,656 | $2,647-37.4% | $3,336-50.3% | $3,514-52.9% |
| Admin fee / account holder | $0 | $463-100.0% | $6,420-100.0% | $847-100.0% |