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 |
|---|---|---|
NATIONWIDE9 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $28,239 |
Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $21,231 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $21,092 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FIDUCIARY Service code 51 · EIN 99-9552241 | Investment Mgmt Fees | $1,794 |
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 | $30,835 | $50,982-39.5% | $154,803-80.1% | $85,563-64.0% |
| Participation rate | 68.7% | 59.8%+8.9pp | 78.1%-9.4pp | 66.0%+2.7pp |
| Annual return | 13.41% | 30.35%-16.9pp | 58.88%-45.5pp | 31.51%-18.1pp |
| Employer contribution / active EE | $256 | $1,708-85.0% | $4,305-94.1% | $2,654-90.4% |
| Participant deferral / active EE | $2,921 | $2,474+18.1% | $5,540-47.3% | $4,375-33.2% |
| Admin fee / account holder | $130 | $846-84.6% | $14,329-99.1% | $834-84.4% |