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 |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $67,948 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST. · OMAHA, NE 68130 | Advisory (Participants) | $36,295 |
THE INVESTMENT CENTER INC2 years Filed as: THE INVESTMENT CENTER Service code 28 1420 ROUTE 206 NORTH · BEDMINSTER, NJ 07921 | Investment Management | $31,539 |
INTAC ACTUARIAL SERVICES4 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $7,836 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,503 | $102,553-6.9% | $151,611-37.0% | $66,914+42.7% |
| Participation rate | 87.6% | 85.5%+2.1pp | 87.5%+0.1pp | 69.8%+17.8pp |
| Annual return | -7.88% | -10.82%+2.9pp | 3.33%-11.2pp | 1.58%-9.5pp |
| Employer contribution / active EE | $1,381 | $4,180-67.0% | $6,166-77.6% | $2,544-45.7% |
| Participant deferral / active EE | $6,841 | $6,641+3.0% | $8,363-18.2% | $4,237+61.5% |
| Admin fee / account holder | $468 | $630-25.7% | $11,616-96.0% | $593-21.1% |