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 |
|---|---|---|
NATIONWIDE8+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $30,022 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS Service code 58 · EIN 06-1504963 | Product termination fees (surrender c... | $1,590 |
CAMBRIDGE INVESTMENT RESEARCH7+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,917 | $73,867-36.5% | $143,757-67.4% | $68,494-31.5% |
| Participation rate | 79.2% | 66.7%+12.6pp | 80.3%-1.1pp | 67.9%+11.3pp |
| Annual return | -16.92% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $6,765 | $3,184+112.5% | $4,951+36.6% | $2,596+160.6% |
| Participant deferral / active EE | $731 | $3,384-78.4% | $5,637-87.0% | $4,027-81.9% |
| Admin fee / account holder | $386 | $5,755-93.3% | $14,673-97.4% | $5,403-92.9% |