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) | $32,641 |
NATIONWIDE4 years Service code 26 · EIN 31-4156830 | Advisory (Participants) | $25,025 |
Service code 10 · EIN 22-1914735 | Accounting | $5,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,370 | $88,083-17.8% | $164,813-56.1% | $74,495-2.9% |
| Participation rate | 72.4% | 73.0%-0.6pp | 78.6%-6.2pp | 67.2%+5.2pp |
| Annual return | 14.85% | 17.26%-2.4pp | 69.93%-55.1pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $3,155 | $2,593+21.7% | $4,341-27.3% | $2,623+20.3% |
| Participant deferral / active EE | $8,311 | $4,498+84.8% | $6,031+37.8% | $4,346+91.2% |
| Admin fee / account holder | $202 | $2,234-90.9% | $12,690-98.4% | $1,942-89.6% |