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 |
|---|---|---|
NATIONWIDE7 years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $51,127 |
ERISA SMART6 years Service code 31 · EIN 45-5529798 2419 E HARBOR BLVD · VENTURA, CA 93001 | Named fiduciary; Direct payment from ... | $17,720 |
LJI WEALTH MANAGEMENT, LLC6 years Service code 26 · EIN 26-0237809 6569 CARROLLTON AVE · INDIANAPOLIS, IN 46220 | Advisory (Participants) | $17,716 |
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 15 · EIN 35-2015845 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Recordkeeping | $5,490 |
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 | $106,087 | $65,908+61.0% | $81,812+29.7% | $77,643+36.6% |
| Participation rate | 32.1% | 65.8%-33.7pp | 72.3%-40.2pp | 70.6%-38.4pp |
| Annual return | 14.46% | 26.64%-12.2pp | 773.79%-759.3pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,295 | $2,370-45.4% | $2,912-55.5% | $2,726-52.5% |
| Participant deferral / active EE | $2,523 | $3,505-28.0% | $4,319-41.6% | $4,647-45.7% |
| Admin fee / account holder | $331 | $526-37.1% | $7,386-95.5% | $430-23.1% |