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 |
|---|---|---|
Filed as: UNITED PLANNERS FIN. SVCS. Service code 28 · EIN 86-0588303 PO BOX 5750 7333 E. DOUBLETREE RANC · SCOTTSDALE, AZ 85261 | Investment Management | $15,872 |
NATIONWIDE4 years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,108 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 28 · EIN 31-1332744 6125 MEMORIAL DR · DUBLIN, OH 43017 | Investment Management | $586 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,216 | $55,415-47.3% | $155,509-81.2% | $74,495-60.8% |
| Participation rate | 76.4% | 61.9%+14.5pp | 78.2%-1.8pp | 67.2%+9.2pp |
| Annual return | 17.12% | 268.50%-251.4pp | 64.67%-47.5pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $2,059 | $2,267-9.2% | $4,672-55.9% | $2,623-21.5% |
| Participant deferral / active EE | $2,439 | $2,836-14.0% | $5,626-56.6% | $4,346-43.9% |
| Admin fee / account holder | $9 | $1,738-99.5% | $15,912-99.9% | $1,942-99.5% |