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 |
|---|---|---|
NATIONWIDE1 year Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $4,373 |
QBI, LLC1 year Filed as: QBI Service code 13 · EIN 26-2768667 21031 VENTURA BLVD 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $2,725 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 ATTN COMMISSIONS DEPT · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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).
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 | $5,345 | $52,953-89.9% | $172,739-96.9% | $65,185-91.8% |
| Participation rate | 52.6% | 66.2%-13.6pp | 82.6%-30.0pp | 70.2%-17.6pp |
| Annual return | 3.71% | 30.12%-26.4pp | 802.84%-799.1pp | 29.38%-25.7pp |
| Employer contribution / active EE | $824 | $2,190-62.4% | $5,143-84.0% | $2,177-62.2% |
| Participant deferral / active EE | $1,267 | $2,471-48.7% | $5,198-75.6% | $3,514-63.9% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |