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 15 · EIN 31-4156830 | Recordkeeping | $50,112 |
IRON-CO-FID-COMPREHENSIVE6+ years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 26 630 DUNDEE RD · NORTHBROOK, IL 60062 | Advisory (Participants) | $6,853 |
KATHLEEN RZEPLINSKI2 years Filed as: KATHLEEN BARRY Service code 26 949 W PENN AVE · ROBESONIA, PA 19551 | Advisory (Participants) | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | 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 | $123,441 | $60,124+105.3% | $90,404+36.5% | $79,858+54.6% |
| Participation rate | 86.8% | 65.0%+21.8pp | 72.7%+14.1pp | 69.6%+17.1pp |
| Annual return | 11.96% | 71.94%-60.0pp | 1293.02%-1281.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,757 | $2,068-15.0% | $3,262-46.1% | $2,471-28.9% |
| Participant deferral / active EE | $5,935 | $2,938+102.0% | $3,963+49.7% | $3,740+58.7% |
| Admin fee / account holder | $570 | $3,976-85.7% | $5,611-89.8% | $5,306-89.3% |