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 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,368 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 28 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Investment Management | $15,060 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 11 PO BOX 55970 · BOSTON, MA 02205 | Actuarial | $3,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $74,366 | $59,417+25.2% | $93,606-20.6% | $74,495-0.2% |
| Participation rate | 49.5% | 59.7%-10.2pp | 68.7%-19.3pp | 67.2%-17.7pp |
| Annual return | 17.54% | 81.83%-64.3pp | 133.20%-115.7pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $287 | $1,264-77.3% | $2,420-88.1% | $2,623-89.0% |
| Participant deferral / active EE | $2,873 | $3,050-5.8% | $4,411-34.9% | $4,346-33.9% |
| Admin fee / account holder | $34 | $3,021-98.9% | $8,285-99.6% | $1,942-98.2% |