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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $15,818 |
AMERICAN FUNDS7 years Filed as: CAPITAL ANALYSTS, INC. Service code 27 · EIN 45-5025285 601 OFFICE CENTER DR · FORT WASHINGTON, PA 19034 | Advisory (Plan) | $14,049 |
ASCENSUS LLC1 year Filed as: THE HILB GROUP OF NEW ENGLAND Service code 13 · EIN 27-1207016 2000 CHAPEL VIEW BLVD · CRANSTON, RI 02920 | Contract Administrator | $6,094 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,021 | $49,173-38.9% | $121,098-75.2% | $75,163-60.1% |
| Participation rate | 47.8% | 55.4%-7.6pp | 69.5%-21.7pp | 67.2%-19.4pp |
| Annual return | 14.65% | 55.99%-41.3pp | 985.75%-971.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,278 | $2,628-51.4% | $4,080-68.7% | $4,125-69.0% |
| Admin fee / account holder | $358 | $3,942-90.9% | $5,644-93.7% | $5,651-93.7% |