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 · EIN 31-4156830 | Recordkeeping | $20,514 |
Filed as: TRANSAMERICA Service code 27 6400 C ST SW · CEDAR RAPIDS, IA 52499 | Advisory (Plan) | $6,171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,942 | $59,263-56.2% | $96,562-73.1% | $79,386-67.3% |
| Participation rate | 41.9% | 61.9%-20.0pp | 69.8%-27.9pp | 70.7%-28.8pp |
| Annual return | 27.99% | 27.07%+0.9pp | 37.78%-9.8pp | 116.85%-88.9pp |
| Employer contribution / active EE | $1,446 | $1,216+19.0% | $2,356-38.6% | $2,427-40.4% |
| Participant deferral / active EE | $2,038 | $2,948-30.9% | $3,849-47.1% | $4,046-49.6% |
| Admin fee / account holder | $76 | $658-88.4% | $6,181-98.8% | $626-87.9% |