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 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $73,843 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 22 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Broker | $34,088 |
PENTEGRA SERVICES, INC.9+ years Filed as: APS- PENTEGRA Service code 10 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Accounting | $14,219 |
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 | $74,936 | $65,390+14.6% | $169,368-55.8% | $71,457+4.9% |
| Participation rate | 80.8% | 67.0%+13.9pp | 77.1%+3.7pp | 67.9%+12.9pp |
| Annual return | 16.83% | 21.31%-4.5pp | 405.60%-388.8pp | 28.85%-12.0pp |
| Employer contribution / active EE | $953 | $2,079-54.2% | $4,013-76.3% | $2,588-63.2% |
| Participant deferral / active EE | $5,049 | $4,367+15.6% | $6,221-18.9% | $4,289+17.7% |
| Admin fee / account holder | $375 | $1,324-71.6% | $9,003-95.8% | $1,587-76.3% |