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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $12,292 |
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $11,194 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,639 | $39,898-78.3% | $121,196-92.9% | $55,725-84.5% |
| Participation rate | 83.9% | 61.2%+22.7pp | 71.7%+12.2pp | 70.9%+13.1pp |
| Annual return | -5.26% | -0.96%-4.3pp | 16.93%-22.2pp | 244.93%-250.2pp |
| Employer contribution / active EE | $948 | $1,295-26.8% | $4,022-76.4% | $2,078-54.4% |
| Participant deferral / active EE | $792 | $2,439-67.5% | $3,344-76.3% | $3,356-76.4% |
| Admin fee / account holder | $81 | $95-15.2% | $5,019-98.4% | $115-30.0% |