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 9-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 |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,483 |
LPL FINANCIAL2 years Filed as: LPL FINCANCIAL Service code 16 | Consulting | $17,216 |
THE RYDING COMPANY5 years Service code 99 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Other Fees | $3,210 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON CO FID INDEX COMPREHENSIVE Service code 16 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Consulting | $2,751 |
LPL FINANCIAL2 years Filed as: LPL FIINANCIAL Service code 16 · EIN 31-4156830 1055 LPL WAY · FORT MILL, SC 297159217 | Consulting | $0 |
LPL FINANCIAL2 years Filed as: WADELL & REED Service code 16 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,999 | $84,487-76.3% | $125,339-84.0% | $66,914-70.1% |
| Participation rate | 69.3% | 76.4%-7.1pp | 82.4%-13.1pp | 69.8%-0.5pp |
| Annual return | -15.23% | -8.39%-6.8pp | 572.05%-587.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,197 | $3,553-38.2% | $4,814-54.4% | $2,544-13.6% |
| Participant deferral / active EE | $2,180 | $6,781-67.9% | $7,446-70.7% | $4,237-48.5% |
| Admin fee / account holder | $307 | $685-55.2% | $10,010-96.9% | $593-48.2% |