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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $43,276 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $36,309 |
AVANTAX INSURANCE AGENCY LLC5 years Filed as: AVANTAX WEALTH MANAGEMENT Service code 27 3200 OLYMPUS BLVD · DALLAS, TX 75019 | Advisory (Plan) | $32,430 |
PREFERRED PENSION PLANNING5 years Service code 14 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Plan Administrator | $7,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,634 | $54,193-8.4% | $93,606-47.0% | $77,643-36.1% |
| Participation rate | 49.1% | 63.9%-14.8pp | 68.7%-19.6pp | 70.6%-21.4pp |
| Annual return | 9.10% | 30.54%-21.4pp | 133.20%-124.1pp | 31.24%-22.1pp |
| Employer contribution / active EE | $711 | $1,168-39.1% | $2,420-70.6% | $2,726-73.9% |
| Participant deferral / active EE | $2,995 | $3,144-4.7% | $4,411-32.1% | $4,647-35.6% |
| Admin fee / account holder | $153 | $576-73.5% | $8,285-98.2% | $430-64.6% |