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 |
|---|---|---|
NATIONWIDE7 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,795 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $42,417 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON CO FID COMPREHENSIVE Service code 26 630 DUNDEE RD STE 200 · NORTHBROOK, IA 60062 | Advisory (Participants) | $12,041 |
Filed as: AMERIPRISE FINANCIAL Service code 26 · EIN 41-0973005 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,367 | $122,239-17.9% | $184,203-45.5% | $74,495+34.7% |
| Participation rate | 67.5% | 85.5%-18.0pp | 86.8%-19.3pp | 67.2%+0.3pp |
| Annual return | 13.90% | 19.95%-6.0pp | 28.81%-14.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $3,335 | $4,537-26.5% | $6,427-48.1% | $2,623+27.2% |
| Participant deferral / active EE | $6,671 | $7,139-6.6% | $9,131-26.9% | $4,346+53.5% |
| Admin fee / account holder | $349 | $1,260-72.3% | $13,901-97.5% | $1,942-82.0% |