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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.
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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 |
|---|---|---|
NATIONWIDE1 year Service code 28 · EIN 31-4177100 | Investment Management | $25,690 |
Service code 28 · EIN 93-0125240 4949 MEADOWS RD STE 400 · LAKE OSWEGO, OR 97035 | Investment Management | $7,247 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $136 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,067 | $44,960+22.5% | $84,966-35.2% | $74,495-26.1% |
| Participation rate | 77.9% | 49.4%+28.5pp | 67.5%+10.4pp | 67.2%+10.7pp |
| Annual return | 12.56% | 26.24%-13.7pp | 66.38%-53.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,439 | $2,731+172.4% | $4,519+64.6% | $4,346+71.2% |
| Admin fee / account holder | $37 | $2,209-98.3% | $6,149-99.4% | $1,942-98.1% |