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 6-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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLOMBUS, OH 43215 | Recordkeeping | $8,374 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $6,900 |
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 · EIN 39-1458576 47 PARK PLACE SUITE 850 · APPLETON, WI 54914 | Contract Administrator | $3,144 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 35 EAST WACKER DR 24TH FLOOR · CHICAGO, IL 60601 | Advisory (Plan) | $690 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,949 | $61,156-75.6% | $185,823-92.0% | $79,386-81.2% |
| Participation rate | 85.0% | 66.6%+18.4pp | 81.7%+3.3pp | 70.7%+14.3pp |
| Annual return | 22.97% | 19.45%+3.5pp | 122.05%-99.1pp | 116.85%-93.9pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,251 | $2,789+52.4% | $5,568-23.7% | $4,046+5.1% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |