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 |
|---|---|---|
NATIONWIDE5+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $114,439 |
QUINT CAPITAL CORPORATION4 years Service code 26 230 PARK AVENUE, SUITE 908 · NEW YORK, NY 10169 | Advisory (Participants) | $26,424 |
Service code 15 70 WEST 40TH STREET, 8TH FL · NEW YORK, NY 10018 | Recordkeeping | $19,697 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $546 | $45,000-98.8% | $143,757-99.6% | $77,904-99.3% |
| Participation rate | 67.6% | 66.8%+0.8pp | 80.3%-12.7pp | 73.7%-6.1pp |
| Annual return | -16.69% | 29.03%-45.7pp | -0.04%-16.6pp | 12.21%-28.9pp |
| Employer contribution / active EE | $127 | $1,870-93.2% | $4,951-97.4% | $2,848-95.5% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $20 | $98-79.2% | $14,673-99.9% | $133-84.5% |