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 |
|---|---|---|
Service code 26 ATTN ADVISORY FEES/COMPENSATION · WALTHAM, MA 024533483 | Advisory (Participants) | $89,158 |
WIPFLI LLP10+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $32,798 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,628 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,283 | $119,446-59.6% | $150,045-67.8% | $85,563-43.6% |
| Participation rate | 86.2% | 75.4%+10.8pp | 82.3%+3.9pp | 66.0%+20.3pp |
| Annual return | 12.03% | 23.72%-11.7pp | 62.55%-50.5pp | 31.51%-19.5pp |
| Employer contribution / active EE | $1,564 | $4,078-61.7% | $4,693-66.7% | $2,654-41.1% |
| Participant deferral / active EE | $3,363 | $7,985-57.9% | $7,997-57.9% | $4,375-23.1% |
| Admin fee / account holder | $142 | $548-74.1% | $13,435-98.9% | $834-83.0% |