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 |
|---|---|---|
NATIONWIDE6 years Service code 49 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Other Services | $81,786 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL, LLC Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $78,149 |
INWEST RETIREMENT SOLUTIONS5 years Service code 15 4305 N GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $5,978 |
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 | $160,463 | $88,581+81.1% | $145,661+10.2% | $74,304+116.0% |
| Participation rate | 89.1% | 64.9%+24.2pp | 77.2%+11.9pp | 60.3%+28.8pp |
| Annual return | 23.96% | 34.30%-10.3pp | 101.46%-77.5pp | 29.43%-5.5pp |
| Employer contribution / active EE | $3,046 | $2,612+16.6% | $4,238-28.1% | $2,241+35.9% |
| Participant deferral / active EE | $8,734 | $4,151+110.4% | $7,198+21.3% | $3,767+131.8% |
| Admin fee / account holder | $1,082 | $2,953-63.4% | $12,466-91.3% | $2,969-63.6% |