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 9-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 |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $19,432 |
INTAC ACTUARIAL SERVICES4 years Filed as: INTAC Service code 17 · EIN 11-3401702 | Pension Consulting | $7,063 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,399 | $49,693-87.1% | $70,515-90.9% | $74,419-91.4% |
| Participation rate | 85.6% | 64.7%+21.0pp | 68.3%+17.3pp | 70.7%+14.9pp |
| Annual return | 16.47% | 21.22%-4.7pp | 32.77%-16.3pp | 34.38%-17.9pp |
| Employer contribution / active EE | $1,411 | $1,773-20.4% | $2,973-52.6% | $2,637-46.5% |
| Participant deferral / active EE | $559 | $3,376-83.4% | $4,567-87.8% | $4,528-87.7% |
| Admin fee / account holder | $67 | $316-78.8% | $6,412-99.0% | $348-80.7% |