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 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $39,802 |
LPL FINANCIAL5+ years Filed as: NEXT FINANCIAL GROUP Service code 27 2500 WILCREST, STE 620 · HOUSTON, TX 770422757 | Advisory (Plan) | $33,916 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 | Contract Administrator | $5,880 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,920 | $63,114+36.1% | $92,893-7.5% | $65,185+31.8% |
| Participation rate | 90.1% | 68.8%+21.3pp | 76.0%+14.1pp | 70.2%+19.9pp |
| Annual return | 14.72% | 28.75%-14.0pp | 109.41%-94.7pp | 29.38%-14.7pp |
| Employer contribution / active EE | $9,645 | $2,571+275.2% | $3,653+164.1% | $2,177+343.1% |
| Participant deferral / active EE | $1,365 | $3,108-56.1% | $4,236-67.8% | $3,514-61.1% |
| Admin fee / account holder | $452 | $624-27.5% | $5,794-92.2% | $847-46.6% |