See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $72,552 |
Service code 51 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY · AUSTIN, TX 78730 | Investment Mgmt Fees | $4,347 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 95 CONNECTICUT DR · BURLINGTON, NJ 08016 | Contract Administrator | $3,570 |
RKL LLP2 years Filed as: RKL, LLP Service code 10 PO BOX 8408 · LANCASTER, PA 17604 | Accounting | $906 |
LPL FINANCIAL2 years Service code 52 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Indirect Investment Fees | $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 | $40,644 | $65,862-38.3% | $124,672-67.4% | $79,386-48.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 74.6%+25.4pp | 70.7%+29.3pp |
| Annual return | 15.00% | 19.02%-4.0pp | 5142.93%-5127.9pp | 116.85%-101.8pp |
| Employer contribution / active EE | $1,586 | $1,883-15.8% | $3,324-52.3% | $2,427-34.7% |
| Participant deferral / active EE | $3,329 | $2,772+20.1% | $4,614-27.9% | $4,046-17.7% |
| Admin fee / account holder | $343 | $673-49.0% | $7,493-95.4% | $626-45.2% |