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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-1432329 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,252 |
PARK AVENUE SECURITIES LLC2+ years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-2615338 IMAGING SHARED SERVICES 1E · BETHLEHEM, PA 18017 | Advisory (Plan) | $23,653 |
BLUESTEIN MICHAEL AND CO PC1 year Service code 10 115 WEST AVENUE · JENKINTOWN, PA 190462031 | Accounting | $15,000 |
ATLANTIC PENSION SERVICES, INC.2+ years Filed as: ATLANTIC PENSION SERVICES Service code 15 · EIN 23-2942715 511 SCHOOLHOUSE ROAD · KENNETT SQUARE, PA 19348 | Recordkeeping | $13,994 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-PRCP Service code 27 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Plan) | $12,039 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,646 | $64,119-56.9% | $112,228-75.4% | $66,914-58.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -15.37% | -13.81%-1.6pp | 27.45%-42.8pp | 1.58%-16.9pp |
| Employer contribution / active EE | $8,630 | $3,005+187.1% | $3,635+137.4% | $2,544+239.2% |
| Participant deferral / active EE | $3,454 | $3,693-6.5% | $4,728-26.9% | $4,237-18.5% |
| Admin fee / account holder | $246 | $625-60.7% | $6,410-96.2% | $593-58.5% |