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 15 · EIN 31-4156830 | Recordkeeping | $56,117 |
IRON-CO-FID-COMPREHENSIVE7+ years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 26 630 DUNDEE RD · NORTHBROOK, IL 60062 | Advisory (Participants) | $7,752 |
LPL FINANCIAL2 years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,043 | $65,409+108.0% | $98,442+38.2% | $85,850+58.5% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.3%+16.4pp |
| Annual return | 13.67% | 21.76%-8.1pp | 1492.73%-1479.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,385 | $2,168-36.1% | $2,960-53.2% | $2,565-46.0% |
| Participant deferral / active EE | $4,957 | $3,166+56.6% | $4,276+15.9% | $3,952+25.5% |
| Admin fee / account holder | $679 | $4,593-85.2% | $5,949-88.6% | $6,260-89.1% |