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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $17,040 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Participants) | $16,598 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 · EIN 35-2015845 | Claims processing; Recordkeeping and ... | $9,809 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,621 | $29,369-53.6% | $77,482-82.4% | $73,409-81.4% |
| Participation rate | 36.6% | 37.9%-1.4pp | 54.2%-17.6pp | 72.2%-35.6pp |
| Annual return | 6.65% | 358.15%-351.5pp | 54.79%-48.1pp | 59.29%-52.6pp |
| Employer contribution / active EE | $84 | $406-79.4% | $986-91.5% | $2,234-96.2% |
| Participant deferral / active EE | $404 | $941-57.0% | $1,861-78.3% | $3,805-89.4% |
| Admin fee / account holder | $179 | $123+45.7% | $2,858-93.7% | $158+13.2% |