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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC-RPCP Service code 26 PO BOX 502533 · SANDIEGO, CA 92150 | Advisory (Participants) | $19,250 |
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,267 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,272 | $59,584-0.5% | $86,874-31.8% | $79,386-25.3% |
| Participation rate | 46.8% | 67.7%-20.9pp | 71.6%-24.9pp | 70.7%-23.9pp |
| Annual return | 10.42% | 23.15%-12.7pp | 63.52%-53.1pp | 116.85%-106.4pp |
| Employer contribution / active EE | $795 | $1,768-55.0% | $2,495-68.2% | $2,427-67.3% |
| Participant deferral / active EE | $1,862 | $3,036-38.7% | $3,699-49.6% | $4,046-54.0% |
| Admin fee / account holder | $0 | $604-100.0% | $5,828-100.0% | $626-100.0% |