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 7-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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $143,968 |
PENTEGRA SERVICES, INC.3 years Filed as: APS-PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Recordkeeping | $7,920 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 26 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
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 | $141,030 | $91,407+54.3% | $135,903+3.8% | $71,457+97.4% |
| Participation rate | 90.2% | 75.7%+14.5pp | 81.9%+8.3pp | 67.9%+22.3pp |
| Annual return | 16.44% | 29.90%-13.5pp | 68.23%-51.8pp | 28.85%-12.4pp |
| Employer contribution / active EE | $12,674 | $3,703+242.2% | $4,856+161.0% | $2,588+389.8% |
| Participant deferral / active EE | $17,020 | $7,092+140.0% | $7,758+119.4% | $4,289+296.9% |
| Admin fee / account holder | $756 | $1,266-40.3% | $10,762-93.0% | $1,587-52.4% |