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 |
|---|---|---|
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,579 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Participants) | $32,997 |
ERISA SMART6 years Service code 37 · EIN 45-5529798 2419 E HARBOR BLVD STE 163 · VENTURA, CA 93001 | Loan Processing | $10,619 |
Service code 26 · EIN 26-4311657 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Participants) | $6,638 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $3,821 |
CREATIVE RETIREMENT SYSTEMS, INC.10+ years Service code 15 · EIN 31-1299207 25 MERCHANT ST. STE 135 · CINCINNATI, OH 45246 | Recordkeeping | $2,689 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,033 | $50,815+0.4% | $155,509-67.2% | $77,643-34.3% |
| Participation rate | 63.4% | 63.1%+0.3pp | 78.2%-14.8pp | 70.6%-7.2pp |
| Annual return | 14.15% | 34.80%-20.7pp | 64.67%-50.5pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,716 | $1,993-13.9% | $4,672-63.3% | $2,726-37.1% |
| Participant deferral / active EE | $2,472 | $2,822-12.4% | $5,626-56.1% | $4,647-46.8% |
| Admin fee / account holder | $96 | $437-78.0% | $15,912-99.4% | $430-77.7% |