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 |
|---|---|---|
NATIONWIDE7 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $21,539 |
Filed as: PA RETIREMENT SOLUTIONS Service code 64 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Recordkeeping Fees | $20,928 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $19,656 |
RKL LLP4 years Service code 10 PO BOX 8408 · LANCASTER, PA 17604 | Accounting | $6,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $19,902 | $47,126-57.8% | $149,673-86.7% | $74,419-73.3% |
| Participation rate | 71.7% | 63.4%+8.3pp | 78.8%-7.0pp | 70.7%+1.0pp |
| Annual return | 13.07% | 22.75%-9.7pp | 134.42%-121.3pp | 34.38%-21.3pp |
| Employer contribution / active EE | $136 | $1,905-92.8% | $4,818-97.2% | $2,637-94.8% |
| Participant deferral / active EE | $2,851 | $2,728+4.5% | $5,680-49.8% | $4,528-37.0% |
| Admin fee / account holder | $123 | $343-64.3% | $13,210-99.1% | $348-64.8% |