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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $24,377 |
NATIONWIDE2 years Service code 26 · EIN 31-4156830 | Advisory (Participants) | $19,943 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,182 | $86,655-34.0% | $119,609-52.2% | $66,914-14.5% |
| Participation rate | 77.7% | 75.6%+2.1pp | 79.3%-1.6pp | 69.8%+7.9pp |
| Annual return | -16.29% | -8.00%-8.3pp | -14.97%-1.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,027 | $2,536+19.4% | $4,232-28.5% | $2,544+19.0% |
| Participant deferral / active EE | $7,606 | $4,358+74.5% | $5,602+35.8% | $4,237+79.5% |
| Admin fee / account holder | $126 | $755-83.3% | $10,323-98.8% | $593-78.7% |