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 |
|---|---|---|
NATIONWIDE8+ years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $67,188 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 22 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Broker | $30,608 |
PENTEGRA SERVICES, INC.8+ years Filed as: APS- PENTEGRA Service code 10 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Accounting | $13,693 |
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 | $69,987 | $59,159+18.3% | $159,960-56.2% | $66,914+4.6% |
| Participation rate | 77.0% | 68.1%+8.9pp | 78.0%-0.9pp | 69.8%+7.2pp |
| Annual return | -9.51% | -12.26%+2.7pp | 408.60%-418.1pp | 1.58%-11.1pp |
| Employer contribution / active EE | $881 | $1,983-55.6% | $4,226-79.2% | $2,544-65.4% |
| Participant deferral / active EE | $4,907 | $4,395+11.7% | $6,182-20.6% | $4,237+15.8% |
| Admin fee / account holder | $356 | $591-39.7% | $8,698-95.9% | $593-40.0% |