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 |
|---|---|---|
NATIONWIDE6 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $22,634 |
Filed as: PA RETIREMENT SOLUTIONS Service code 64 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Recordkeeping Fees | $22,622 |
RKL LLP3 years Service code 10 PO BOX 8408 · LANCASTER, PA 17604 | Accounting | $6,275 |
LPL FINANCIAL6 years Filed as: WADDELL & REED Service code 51 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Investment Mgmt Fees | $5,353 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-3(21) Service code 51 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Investment Mgmt Fees | $1,398 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,004 | $46,292-63.3% | $143,757-88.2% | $64,808-73.8% |
| Participation rate | 72.2% | 64.2%+8.0pp | 80.3%-8.1pp | 71.5%+0.7pp |
| Annual return | -15.51% | -10.05%-5.5pp | -0.04%-15.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $118 | $1,910-93.8% | $4,951-97.6% | $2,506-95.3% |
| Participant deferral / active EE | $2,549 | $2,646-3.6% | $5,637-54.8% | $4,310-40.9% |
| Admin fee / account holder | $133 | $154-13.4% | $14,673-99.1% | $188-29.1% |