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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,329 |
EDWARD JONES5+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $3,266 |
SECURITIES AMERICA INC2 years Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,036 | $52,953-39.5% | $172,739-81.5% | $65,185-50.9% |
| Participation rate | 27.9% | 66.2%-38.3pp | 82.6%-54.8pp | 70.2%-42.3pp |
| Annual return | 18.14% | 30.12%-12.0pp | 802.84%-784.7pp | 29.38%-11.2pp |
| Employer contribution / active EE | $224 | $2,190-89.8% | $5,143-95.6% | $2,177-89.7% |
| Participant deferral / active EE | $696 | $2,471-71.8% | $5,198-86.6% | $3,514-80.2% |
| Admin fee / account holder | $383 | $472-18.8% | $13,954-97.3% | $847-54.8% |