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 |
|---|---|---|
NATIONWIDE9 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $44,688 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 28 1301 S CLINTON ST STE 150 · FORT WAYNE, PA 46802 | Investment Management | $26,246 |
PROACCOUNT1 year Service code 15 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $24,437 |
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 28 · EIN 35-1151034 1301 S CLINTON ST SUITE 150 · FORT WAYNE, IN 46802 | Investment Management | $22,514 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $6,680 |
Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 28 · EIN 35-1151034 1301 S CLINTON ST SUITE 150 · FORT WAYNE, PA 46802 | Investment Management | $1,948 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Investment Management | $1,670 |
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 | $26,485 | $81,248-67.4% | $155,509-83.0% | $80,856-67.2% |
| Participation rate | 86.5% | 66.2%+20.2pp | 78.2%+8.3pp | 67.6%+18.8pp |
| Annual return | 8.93% | 33.31%-24.4pp | 64.67%-55.7pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,536 | $3,100-50.5% | $4,672-67.1% | $2,755-44.3% |
| Participant deferral / active EE | $2,967 | $3,452-14.0% | $5,626-47.3% | $4,296-30.9% |
| Admin fee / account holder | $238 | $7,997-97.0% | $15,912-98.5% | $6,918-96.6% |