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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,710 |
Filed as: THE PATRIOT FINANCIAL GRP INS AGENC Service code 27 · EIN 90-0138117 | Advisory (Plan) | $4,906 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS Service code 15 · EIN 06-1504963 | Recordkeeping | $1,328 |
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.
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 | $11,690 | $65,061-82.0% | $143,757-91.9% | $66,914-82.5% |
| Participation rate | 27.5% | 65.2%-37.7pp | 80.3%-52.9pp | 69.8%-42.4pp |
| Annual return | -10.95% | -11.14%+0.2pp | -0.04%-10.9pp | 1.58%-12.5pp |
| Employer contribution / active EE | $648 | $2,361-72.6% | $4,951-86.9% | $2,544-74.5% |
| Participant deferral / active EE | $436 | $2,919-85.1% | $5,637-92.3% | $4,237-89.7% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |