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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUBMUS, OH 43215 | Recordkeeping | $31,349 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOCIATI Service code 15 · EIN 16-1486454 | Recordkeeping | $17,912 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP INVESTMENT Service code 15 11100 SANTA MONICA BOULEVARD · LOS ANGELES, CA 90025 | Recordkeeping | $10,808 |
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 | $84,738 | $91,407-7.3% | $135,903-37.6% | $71,457+18.6% |
| Participation rate | 92.7% | 75.7%+17.0pp | 81.9%+10.8pp | 67.9%+24.7pp |
| Annual return | 23.04% | 29.90%-6.9pp | 68.23%-45.2pp | 28.85%-5.8pp |
| Employer contribution / active EE | $4,605 | $3,703+24.3% | $4,856-5.2% | $2,588+77.9% |
| Participant deferral / active EE | $8,915 | $7,092+25.7% | $7,758+14.9% | $4,289+107.9% |
| Admin fee / account holder | $301 | $1,266-76.2% | $10,762-97.2% | $1,587-81.1% |