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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $52,140 |
IRON-CO-FID-COMPREHENSIVE5+ years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 26 630 DUNDEE RD · NORTHBROOK, IL 60062 | Advisory (Participants) | $7,395 |
KATHLEEN RZEPLINSKI1 year Filed as: KATHLEEN BARRY Service code 26 949 W PENN AVE · ROBESONIA, PA 19551 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,358 | $54,762+92.4% | $90,281+16.7% | $72,985+44.4% |
| Participation rate | 81.4% | 65.1%+16.3pp | 73.3%+8.2pp | 69.5%+12.0pp |
| Annual return | 20.03% | 30.63%-10.6pp | 78.10%-58.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,435 | $2,092-31.4% | $2,854-49.7% | $2,440-41.2% |
| Participant deferral / active EE | $5,090 | $2,887+76.3% | $3,885+31.0% | $3,607+41.1% |
| Admin fee / account holder | $536 | $3,972-86.5% | $5,351-90.0% | $5,124-89.5% |