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 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,580 |
ASSUREDPARTNERS CAPITAL INC6 years Filed as: ASSUREDPARTNERS NORTHEAST, LLC Service code 22 · EIN 13-3866919 123 MAIN STREET · WHITE PLAINS, NY 106013114 | Insurance Broker | $1,292 |
Service code 28 · EIN 61-1758632 24 E. COTA ST STE 200 · SANTA BARBARA, CA 93101 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,899 | $130,194+123.4% | $169,993+71.1% | $71,457+307.1% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.0%+11.3pp | 67.9%+30.4pp |
| Annual return | 15.94% | 20.37%-4.4pp | 53.37%-37.4pp | 28.85%-12.9pp |
| Employer contribution / active EE | $10,914 | $4,381+149.1% | $6,785+60.8% | $2,588+321.8% |
| Participant deferral / active EE | $19,039 | $6,923+175.0% | $10,408+82.9% | $4,289+343.9% |
| Admin fee / account holder | $513 | $966-46.8% | $12,815-96.0% | $1,587-67.7% |