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 10-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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $142,230 |
NORTON ROSE FULBRIGHT8+ years Filed as: NORTON RETIREMENT SERVICES, INC. Service code 15 · EIN 86-1009405 P.O. BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $38,350 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 28 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY STE 450 · AUSTIN, TX 78730 | Investment Management | $13,332 |
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 52 601 OFFICE CENTER DR STE 300 · FORT WASHINGTON, PA 190341595 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,454 | $82,202-48.4% | $125,339-66.1% | $64,808-34.5% |
| Participation rate | 47.6% | 77.9%-30.3pp | 82.4%-34.8pp | 71.5%-23.9pp |
| Annual return | -14.13% | 3.48%-17.6pp | 572.05%-586.2pp | 32.82%-47.0pp |
| Employer contribution / active EE | $1,620 | $3,615-55.2% | $4,814-66.3% | $2,506-35.3% |
| Participant deferral / active EE | $1,978 | $7,175-72.4% | $7,446-73.4% | $4,310-54.1% |
| Admin fee / account holder | $86 | $163-47.4% | $10,010-99.1% | $188-54.3% |