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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $66,523 |
IRON-CO-FID-COMPREHENSIVE5 years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 27 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $7,298 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $2,235 |
Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 28 1301 S CLINTON ST · FORT WAYNE, IN 46802 | Investment Management | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 28 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,254 | $76,670+16.4% | $96,683-7.7% | $71,457+24.9% |
| Participation rate | 78.0% | 66.6%+11.5pp | 74.3%+3.7pp | 67.9%+10.1pp |
| Annual return | 17.53% | 48.29%-30.8pp | 35.69%-18.2pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,407 | $3,031-53.6% | $3,737-62.3% | $2,588-45.6% |
| Participant deferral / active EE | $3,769 | $3,771-0.1% | $4,878-22.7% | $4,289-12.1% |
| Admin fee / account holder | $521 | $2,028-74.3% | $6,730-92.3% | $1,587-67.2% |