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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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $70,412 |
NATIONWIDE8 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,331 |
IRON-CO-FID-COMPREHENSIVE8 years Service code 27 630 DUNDEE RD. · NORTHBROOK, IL 60062 | Advisory (Plan) | $16,833 |
BENEFIT PROFESSIONALS, INC.6 years Filed as: BENEFIT PROFESSIONALS INC. Service code 17 · EIN 47-3852281 | Pension Consulting | $5,196 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,283 | $109,881+56.8% | $150,045+14.8% | $84,808+103.1% |
| Participation rate | 67.5% | 76.1%-8.6pp | 82.3%-14.8pp | 68.3%-0.8pp |
| Annual return | 13.21% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,367 | $6,636+11.0% | $7,997-7.9% | $4,212+74.9% |
| Admin fee / account holder | $580 | $8,568-93.2% | $13,435-95.7% | $7,344-92.1% |