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 5-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+ years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $5,449 |
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $3,840 |
NATIONAL BENEFIT SERVICES, LLC1+ years Service code 15 · EIN 20-3886993 | Recordkeeping | $3,465 |
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 | $22,277 | $52,670-57.7% | $90,404-75.4% | $73,409-69.7% |
| Participation rate | 54.9% | 67.7%-12.8pp | 72.7%-17.8pp | 72.2%-17.3pp |
| Annual return | 0.00% | 20.70%-20.7pp | 1293.02%-1293.0pp | 59.29%-59.3pp |
| Employer contribution / active EE | $858 | $1,872-54.1% | $3,262-73.7% | $2,234-61.6% |
| Participant deferral / active EE | $2,374 | $2,807-15.4% | $3,963-40.1% | $3,805-37.6% |
| Admin fee / account holder | $0 | $117-100.0% | $5,611-100.0% | $158-100.0% |