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 4-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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-1432329 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $48,093 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC-PRCP Service code 27 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Plan) | $38,067 |
ATLANTIC PENSION SERVICES, INC.4+ years Filed as: ATLANTIC PENSION SERVICES Service code 15 · EIN 23-2942715 220 N. UNION STREET · KENNETT SQUARE, PA 19348 | Recordkeeping | $21,457 |
KREISCHER MILLER2 years Service code 10 · EIN 23-1980475 100 WITMER ROAD · HORSHAM, PA 190442369 | Accounting | $3,294 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $271 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,832 | $80,724-38.3% | $103,333-51.8% | $74,495-33.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 14.29% | 27.56%-13.3pp | 24.88%-10.6pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $5,687 | $3,157+80.1% | $3,868+47.0% | $2,623+116.8% |
| Participant deferral / active EE | $4,318 | $3,860+11.9% | $5,057-14.6% | $4,346-0.6% |
| Admin fee / account holder | $214 | $2,368-91.0% | $8,355-97.4% | $1,942-89.0% |