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 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $41,788 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC-RPCP Service code 15 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Recordkeeping | $17,417 |
Service code 14 · EIN 88-4096467 50 LAKESIDE AVE · BURLINGTON, VT 05401 | Plan Administrator | $11,768 |
CARON & BLETZER, PLLC1 year Filed as: CARON AND BLETZER, PLLC Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $11,000 |
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 | $167,528 | $93,571+79.0% | $135,903+23.3% | $75,163+122.9% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.9%+16.8pp | 67.2%+31.5pp |
| Annual return | 15.28% | 30.90%-15.6pp | 68.23%-53.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $3,585 | $3,537+1.4% | $4,856-26.2% | $2,670+34.3% |
| Participant deferral / active EE | $11,209 | $6,404+75.0% | $7,758+44.5% | $4,125+171.7% |
| Admin fee / account holder | $691 | $6,975-90.1% | $10,762-93.6% | $5,651-87.8% |