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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC-RPCP Service code 26 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $18,725 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,488 |
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 | $65,714 | $54,590+20.4% | $81,930-19.8% | $73,488-10.6% |
| Participation rate | 44.6% | 68.3%-23.7pp | 72.0%-27.4pp | 70.7%-26.1pp |
| Annual return | 11.80% | 17.74%-5.9pp | 29.49%-17.7pp | 28.51%-16.7pp |
| Employer contribution / active EE | $726 | $1,636-55.6% | $4,310-83.2% | $2,270-68.0% |
| Participant deferral / active EE | $1,732 | $2,759-37.2% | $7,107-75.6% | $3,740-53.7% |
| Admin fee / account holder | $0 | $592-100.0% | $5,158-100.0% | $513-100.0% |