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.
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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 26 · EIN 31-4177100 | Advisory (Participants) | $22,708 |
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Advisory (Participants) | $18,129 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 C/O FUTUREPLAN · CHICAGO, IL 60673 | Other Services | $16,402 |
Service code 55 3200 OLYMPUS BLVD · COPPELL, TX 75019 | Other Commissions | $15,787 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,613 | $122,239-11.1% | $184,203-41.0% | $74,495+45.8% |
| Participation rate | 87.0% | 85.5%+1.5pp | 86.8%+0.1pp | 67.2%+19.8pp |
| Annual return | 9.02% | 19.95%-10.9pp | 28.81%-19.8pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $1,739 | $4,537-61.7% | $6,427-72.9% | $2,623-33.7% |
| Participant deferral / active EE | $8,407 | $7,139+17.8% | $9,131-7.9% | $4,346+93.4% |
| Admin fee / account holder | $383 | $1,260-69.6% | $13,901-97.2% | $1,942-80.3% |