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 |
|---|---|---|
NATIONWIDE2 years Service code 13 · EIN 31-4156830 ONE NATIONEWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $9,887 |
QBI, LLC1 year Service code 13 · EIN 26-2768667 21031 VENTURA BLVD. 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $2,650 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 ATTENTION COMMISSIONS DEPT · SAN DIEGO, CA 92121 | Advisory (Participants) | $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 | $6,634 | $58,879-88.7% | $178,490-96.3% | $73,488-91.0% |
| Participation rate | 46.0% | 66.2%-20.2pp | 81.9%-35.9pp | 70.7%-24.6pp |
| Annual return | 6.32% | 24.86%-18.5pp | 151.07%-144.7pp | 28.51%-22.2pp |
| Employer contribution / active EE | $693 | $2,236-69.0% | $5,011-86.2% | $2,270-69.5% |
| Participant deferral / active EE | $1,138 | $2,567-55.7% | $5,202-78.1% | $3,740-69.6% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |