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 31-4156830 | Recordkeeping | $25,735 |
Filed as: MML INVESTORS SERVICES, LLC Service code 26 · EIN 04-2746212 | Advisory (Participants) | $22,220 |
DELAWARE VALLEY RETIREMENT, INC.10+ years Service code 14 · EIN 20-2055473 | Plan Administrator | $9,929 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,932 | $59,417+83.3% | $93,606+16.4% | $74,495+46.2% |
| Participation rate | 98.6% | 59.7%+38.9pp | 68.7%+29.9pp | 67.2%+31.4pp |
| Annual return | 11.18% | 81.83%-70.7pp | 133.20%-122.0pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $3,002 | $1,264+137.5% | $2,420+24.0% | $2,623+14.4% |
| Participant deferral / active EE | $4,577 | $3,050+50.0% | $4,411+3.7% | $4,346+5.3% |
| Admin fee / account holder | $71 | $3,021-97.7% | $8,285-99.1% | $1,942-96.4% |