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 |
|---|---|---|
NATIONWIDE10+ years Service code 64 · EIN 31-1592130 | Recordkeeping Fees | $27,795 |
Filed as: ONEDIGITAL INVESTMENT ADVISOR Service code 27 · EIN 43-1451524 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $24,344 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC. Service code 99 · EIN 22-2446239 PO BOX 55970 · BOSTON, MA 02205 | Other Fees | $7,447 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,258 | $49,915-37.4% | $154,803-79.8% | $74,304-57.9% |
| Participation rate | 98.8% | 54.0%+44.8pp | 78.1%+20.7pp | 60.3%+38.4pp |
| Annual return | 8.50% | 34.06%-25.6pp | 58.88%-50.4pp | 29.43%-20.9pp |
| Employer contribution / active EE | $4,753 | $1,611+195.0% | $4,305+10.4% | $2,241+112.1% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $106 | $2,189-95.1% | $14,329-99.3% | $2,969-96.4% |