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.
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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 |
|---|---|---|
NATIONWIDE1 year Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $43,552 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 15 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Recordkeeping | $18,944 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 14 · EIN 82-3719843 P.O. BOX 734602 · CHICAGO, IL 60673 | Plan Administrator | $8,440 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 72 4211 S. 102ND ST · OMAHA, NE 68127 | Other investment fees and expenses | $115 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,127 | $82,664+107.0% | $125,339+36.5% | $68,494+149.8% |
| Participation rate | 89.3% | 75.0%+14.2pp | 82.4%+6.9pp | 67.9%+21.4pp |
| Annual return | -15.39% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,000 | $3,381-11.3% | $4,814-37.7% | $2,596+15.6% |
| Participant deferral / active EE | $9,329 | $6,110+52.7% | $7,446+25.3% | $4,027+131.7% |
| Admin fee / account holder | $623 | $6,275-90.1% | $10,010-93.8% | $5,403-88.5% |