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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $15,158 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Participants) | $14,457 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 · EIN 35-2015845 | Recordkeeping and information managem... | $9,147 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,553 | $30,086-78.2% | $61,373-89.3% | $64,808-89.9% |
| Participation rate | 100.0% | 36.4%+63.6pp | 52.6%+47.4pp | 71.5%+28.5pp |
| Annual return | -14.63% | -13.99%-0.6pp | 338.61%-353.2pp | 32.82%-47.4pp |
| Employer contribution / active EE | $98 | $536-81.7% | $1,159-91.5% | $2,506-96.1% |
| Participant deferral / active EE | $453 | $1,126-59.8% | $2,125-78.7% | $4,310-89.5% |
| Admin fee / account holder | $87 | $148-41.2% | $2,130-95.9% | $188-53.6% |