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 |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC-RPCP Service code 26 · EIN 95-2834236 PO BOX 0000 · SAN DIEGO, CA 92150 | Advisory (Participants) | $24,802 |
Filed as: O'CONNELL PENSION CONSULTING Service code 13 · EIN 41-2064284 4710 VILLAGE PLAZA LOOP · EUGENE, OR 97401 | Contract Administrator | $19,352 |
NATIONWIDE10+ years Service code 15 · EIN 31-4156860 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,549 |
Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $1,908 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $67 |
Filed as: OCONNELL PENSION CONSULTING Service code 13 · EIN 41-2064284 4710 VILLAGE PLAZA LOOP · EUGENE, OR 97401 | Contract Administrator | $54 |
GWENDOLYN OCONNELL1 year Service code 26 · EIN 57-3043600 4710 VILLAGE PLAZA LOOP · EUGENE, OR 97401 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,242 | $55,415-49.0% | $155,509-81.8% | $74,495-62.1% |
| Participation rate | 78.4% | 61.9%+16.5pp | 78.2%+0.2pp | 67.2%+11.2pp |
| Annual return | 12.02% | 268.50%-256.5pp | 64.67%-52.6pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,310 | $2,267+1.9% | $4,672-50.6% | $2,623-11.9% |
| Participant deferral / active EE | $1,511 | $2,836-46.7% | $5,626-73.2% | $4,346-65.2% |
| Admin fee / account holder | $434 | $1,738-75.0% | $15,912-97.3% | $1,942-77.6% |