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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $14,000 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Participants) | $12,949 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 · EIN 35-2015845 | Recordkeeping fees; Other fees; Recor... | $6,823 |
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 | $9,369 | $34,934-73.2% | $56,411-83.4% | $74,495-87.4% |
| Participation rate | 55.5% | 32.8%+22.7pp | 52.5%+3.0pp | 67.2%-11.7pp |
| Annual return | 8.70% | 25.94%-17.2pp | 1701.33%-1692.6pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $157 | $609-74.3% | $1,039-84.9% | $2,623-94.0% |
| Participant deferral / active EE | $753 | $1,170-35.6% | $1,952-61.4% | $4,346-82.7% |
| Admin fee / account holder | $68 | $2,364-97.1% | $2,829-97.6% | $1,942-96.5% |