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 |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $38,275 |
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,667 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $11,240 |
Service code 13 EIGHT NESHAMINY INTERPLEX, SUITE 30 · TREVOSE, PA 19053 | Contract Administrator | $757 |
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 | $127,071 | $101,499+25.2% | $147,005-13.6% | $74,546+70.5% |
| Participation rate | 93.3% | 75.5%+17.7pp | 82.2%+11.1pp | 67.2%+26.1pp |
| Annual return | 17.13% | 8732.34%-8715.2pp | 418.76%-401.6pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $6,799 | $3,811+78.4% | $4,934+37.8% | $2,624+159.1% |
| Participant deferral / active EE | $12,666 | $7,304+73.4% | $8,070+57.0% | $4,347+191.3% |
| Admin fee / account holder | $395 | $1,748-77.4% | $13,006-97.0% | $1,944-79.7% |