See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Service code 26 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $24,802 |
PLAN INTEGRITY PARTNERS, LLC4 years Service code 10 · EIN 88-4096467 50 LAKESIDE AVE, #H5 · BURLINGTON, VT 05401 | Accounting | $9,278 |
Filed as: HANLON INVESTMENT COMP Service code 28 · EIN 22-3723068 3393 BAR · EGG HARBOR, NJ 08234 | Investment Management | $6,693 |
NATIONWIDE11+ years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $576 |
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 | $39,489 | $49,915-20.9% | $154,803-74.5% | $74,304-46.9% |
| Participation rate | 96.0% | 54.0%+42.0pp | 78.1%+17.9pp | 60.3%+35.7pp |
| Annual return | 13.64% | 34.06%-20.4pp | 58.88%-45.2pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,444 | $1,611-10.4% | $4,305-66.5% | $2,241-35.6% |
| Participant deferral / active EE | $4,249 | $2,255+88.4% | $5,540-23.3% | $3,767+12.8% |
| Admin fee / account holder | $252 | $2,189-88.5% | $14,329-98.2% | $2,969-91.5% |