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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,390 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC-RPCP Service code 22 PO BOX 502533 · SAN DIEGO, CA 921502533 | Insurance Broker | $18,180 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,132 | $49,138-44.8% | $84,015-67.7% | $65,185-58.4% |
| Participation rate | 76.8% | 60.7%+16.0pp | 69.0%+7.8pp | 70.2%+6.6pp |
| Annual return | 18.06% | 23.00%-4.9pp | 71.31%-53.2pp | 29.38%-11.3pp |
| Employer contribution / active EE | $1,176 | $914+28.7% | $1,983-40.7% | $2,177-46.0% |
| Participant deferral / active EE | $3,014 | $2,397+25.7% | $3,239-7.0% | $3,514-14.2% |
| Admin fee / account holder | $365 | $543-32.7% | $6,101-94.0% | $847-56.9% |