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 |
|---|---|---|
NATIONWIDE9+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $27,396 |
Service code 99 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 02453 | Other Fees | $21,592 |
MGKS6 years Service code 15 · EIN 86-1001235 7600 N. 16TH ST, STE 240 · PHOENIX, AZ 85020 | Recordkeeping | $16,901 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,447 | $61,272-65.0% | $149,673-85.7% | $71,457-70.0% |
| Participation rate | 79.4% | 62.5%+16.9pp | 78.8%+0.6pp | 67.9%+11.5pp |
| Annual return | 15.98% | 35.85%-19.9pp | 134.42%-118.4pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,490 | $2,378-37.3% | $4,818-69.1% | $2,588-42.4% |
| Participant deferral / active EE | $3,972 | $2,917+36.2% | $5,680-30.1% | $4,289-7.4% |
| Admin fee / account holder | $206 | $1,261-83.7% | $13,210-98.4% | $1,587-87.0% |