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 8-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 |
|---|---|---|
Service code 15 70 WEST 40TH STREET, 8TH FL · NEW YORK, NY 10018 | Recordkeeping | $50,026 |
QUINT CAPITAL CORPORATION7 years Service code 26 230 PARK AVENUE, SUITE 908 · NEW YORK, NY 10169 | Advisory (Participants) | $31,462 |
Filed as: CORNERSTONE INVESTMENTS Service code 26 70 WEST 40TH STREET 8TH FLOOR · NEW YORK, NY 10018 | Advisory (Participants) | $4,195 |
NATIONWIDE8+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $554 | $57,610-99.0% | $154,803-99.6% | $102,872-99.5% |
| Participation rate | 100.0% | 59.5%+40.5pp | 78.1%+21.9pp | 73.0%+27.0pp |
| Annual return | 5.91% | 30.49%-24.6pp | 58.88%-53.0pp | 19.06%-13.1pp |
| Employer contribution / active EE | $29 | $1,883-98.5% | $4,305-99.3% | $3,526-99.2% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,540-100.0% | $5,535-100.0% |
| Admin fee / account holder | $7 | $368-98.1% | $14,329-100.0% | $292-97.6% |