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 FINANCIAL5 years Filed as: WADDELL & REED Service code 51 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Investment Mgmt Fees | $19,682 |
NATIONWIDE5 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $18,675 |
Filed as: PA RETIREMENT SOLUTIONS Service code 64 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Recordkeeping Fees | $10,608 |
RKL LLP2 years Service code 10 PO BOX 8408 · LANCASTER, PA 17604 | Accounting | $2,755 |
Filed as: IRON-CO-FID-3(21) Service code 51 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Investment Mgmt Fees | $1,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,323 | $56,485-60.5% | $185,823-88.0% | $86,799-74.3% |
| Participation rate | 67.6% | 65.5%+2.1pp | 81.7%-14.1pp | 72.3%-4.7pp |
| Annual return | 29.04% | 118.04%-89.0pp | 122.05%-93.0pp | 97.91%-68.9pp |
| Employer contribution / active EE | $524 | $1,843-71.5% | $5,167-89.9% | $2,405-78.2% |
| Participant deferral / active EE | $2,324 | $2,553-9.0% | $5,568-58.3% | $4,131-43.7% |
| Admin fee / account holder | $97 | $150-34.9% | $16,237-99.4% | $170-42.5% |