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 |
|---|---|---|
LPL FINANCIAL3 years Service code 99 · EIN 95-2834236 | Other Fees | $36,123 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,933 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $15,462 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,150 | $100,801-55.2% | $149,696-69.8% | $73,409-38.5% |
| Participation rate | 50.2% | 77.7%-27.5pp | 82.5%-32.3pp | 72.2%-22.0pp |
| Annual return | 14.47% | 265.34%-250.9pp | 276.60%-262.1pp | 59.29%-44.8pp |
| Employer contribution / active EE | $790 | $3,312-76.1% | $4,644-83.0% | $2,234-64.6% |
| Participant deferral / active EE | $2,520 | $6,404-60.7% | $6,842-63.2% | $3,805-33.8% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |