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 |
|---|---|---|
WILMINGTON TRUST5 years Filed as: WILMINGTON TRUST NAT'L ASSOCIATION Service code 22 · EIN 16-1486454 | Insurance Broker | $25,394 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,483 |
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 13 · EIN 52-0783935 | Contract Administrator | $12,778 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,435 | $88,083-49.6% | $164,813-73.0% | $74,495-40.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 12.42% | 17.26%-4.8pp | 69.93%-57.5pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $874 | $2,593-66.3% | $4,341-79.9% | $2,623-66.7% |
| Participant deferral / active EE | $3,520 | $4,498-21.7% | $6,031-41.6% | $4,346-19.0% |
| Admin fee / account holder | $254 | $2,234-88.6% | $12,690-98.0% | $1,942-86.9% |