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 |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 26 · EIN 31-4156830 | Advisory (Participants) | $32,377 |
Service code 27 · EIN 42-6755710 | Advisory (Plan) | $12,312 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $9,515 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 · EIN 26-4311657 | Advisory (Plan) | $3,388 |
PLANNED FINANCIAL PROGRAMS3 years Filed as: PLANNED FINANCIAL PROGRAMS CO Service code 10 · EIN 22-1914735 | Accounting | $1,040 |
Filed as: MML INSURANCE AGENCY, LLC Service code 22 · EIN 04-1590850 | Insurance Broker | $0 |
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 | $157,545 | $104,475+50.8% | $159,436-1.2% | $79,386+98.5% |
| Participation rate | 80.0% | 76.6%+3.4pp | 82.8%-2.8pp | 70.7%+9.3pp |
| Annual return | 15.49% | 67.95%-52.5pp | 263.57%-248.1pp | 116.85%-101.4pp |
| Employer contribution / active EE | $1,037 | $3,417-69.7% | $4,829-78.5% | $2,427-57.3% |
| Participant deferral / active EE | $9,068 | $6,467+40.2% | $7,352+23.3% | $4,046+124.1% |
| Admin fee / account holder | $477 | $711-33.0% | $10,799-95.6% | $626-23.9% |