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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.
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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 |
|---|---|---|
LJI WEALTH MANAGEMENT, LLC4 years Service code 26 · EIN 26-0237809 | Advisory (Participants) | $14,630 |
NATIONWIDE8+ years Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping and information managem... | $13,768 |
PLANCHEC(K) CPAS LLC1 year Filed as: PLANCHEC(K) CPAS, LLC Service code 10 · EIN 84-2614035 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,486 | $49,451-4.0% | $79,550-40.3% | $66,914-29.0% |
| Participation rate | 45.7% | 61.3%-15.7pp | 69.5%-23.8pp | 69.8%-24.2pp |
| Annual return | -15.46% | 84.25%-99.7pp | 0.16%-15.6pp | 1.58%-17.0pp |
| Employer contribution / active EE | $415 | $1,266-67.2% | $2,413-82.8% | $2,544-83.7% |
| Participant deferral / active EE | $2,804 | $3,159-11.2% | $3,985-29.6% | $4,237-33.8% |
| Admin fee / account holder | $402 | $595-32.4% | $6,832-94.1% | $593-32.3% |