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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $48,554 |
IRON-CO-FID-COMPREHENSIVE8+ years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 26 630 DUNDEE RD · NORTHBROOK, IL 60062 | Advisory (Participants) | $6,146 |
LPL FINANCIAL3 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,847 | $54,350+120.5% | $82,719+44.9% | $68,494+75.0% |
| Participation rate | 76.9% | 63.9%+13.0pp | 72.6%+4.4pp | 67.9%+9.0pp |
| Annual return | -11.75% | -13.67%+1.9pp | 701.18%-712.9pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,841 | $2,218-17.0% | $3,009-38.8% | $2,596-29.1% |
| Participant deferral / active EE | $8,261 | $3,246+154.5% | $4,395+88.0% | $4,027+105.1% |
| Admin fee / account holder | $739 | $4,395-83.2% | $5,329-86.1% | $5,403-86.3% |