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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,969 |
Service code 14 · EIN 23-2942715 511 SCHOOL HOUSE ROAD · KENNETT SQUARE, PA 193481915 | Plan Administrator | $1,400 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 13 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,404 | $102,317-72.2% | $146,958-80.7% | $80,856-64.9% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.2%-14.2pp | 67.6%+0.3pp |
| Annual return | 12.61% | 134.76%-122.2pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,210 | $3,713-67.4% | $4,933-75.5% | $2,755-56.1% |
| Participant deferral / active EE | $4,407 | $6,644-33.7% | $8,070-45.4% | $4,296+2.6% |
| Admin fee / account holder | $11 | $7,941-99.9% | $12,998-99.9% | $6,918-99.8% |