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 |
|---|---|---|
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,038 |
AUSTIN MONEY MANAGEMENT1 year Filed as: AUSTIN MONEY MANGEMENT Service code 26 · EIN 83-0665580 4209 MEDICAL PARKWAY · AUSTIN, TX 78756 | Advisory (Participants) | $14,833 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W. NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Advisory (Participants) | $2,383 |
Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 | Advisory (Participants) | $2,374 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 15 10 W. NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Recordkeeping | $771 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 10 W. NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $594 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,970 | $48,698-44.6% | $93,606-71.2% | $199,593-86.5% |
| Participation rate | 15.4% | 63.5%-48.2pp | 68.7%-53.4pp | 72.0%-56.6pp |
| Annual return | 14.07% | 15.34%-1.3pp | 133.20%-119.1pp | 34.25%-20.2pp |
| Employer contribution / active EE | $290 | $1,135-74.4% | $2,420-88.0% | $3,034-90.4% |
| Participant deferral / active EE | $577 | $2,817-79.5% | $4,411-86.9% | $5,087-88.7% |
| Admin fee / account holder | $139 | $195-28.9% | $8,285-98.3% | $269-48.4% |