See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
NATIONWIDE9 years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment management fees paid indir... | $43,110 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL - SMS SERVICE PROVIDE Service code 27 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $37,165 |
LPL FINANCIAL6 years Service code 27 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $27,009 |
REHMANN ROBSON9 years Filed as: REHMANN Service code 15 2330 EAST PARIS AVE SE · GRAND RAPIDS, ME 49546 | Recordkeeping | $5,437 |
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 | $73,570 | $79,171-7.1% | $102,423-28.2% | $74,495-1.2% |
| Participation rate | 69.6% | 74.8%-5.2pp | 76.5%-6.9pp | 67.2%+2.4pp |
| Annual return | 15.79% | 54.93%-39.1pp | 29.32%-13.5pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,336 | $2,362-43.5% | $3,023-55.8% | $2,623-49.1% |
| Participant deferral / active EE | $4,712 | $4,415+6.7% | $5,053-6.7% | $4,346+8.4% |
| Admin fee / account holder | $590 | $2,001-70.5% | $9,451-93.8% | $1,942-69.6% |