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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,432 |
THE HASLAUER GROUP, INC.1 year Service code 15 · EIN 72-1396122 2400 VETERANS MEMORIAL BLVD · KENNER, LA 70065 | Recordkeeping | $970 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 5707 SOUTHWEST PKWY BLDG2 #400 · AUSTIN, TX 787353300 | Insurance Broker | $0 |
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 | $8,717 | $64,707-86.5% | $112,228-92.2% | $68,494-87.3% |
| Participation rate | 96.9% | 67.2%+29.8pp | 75.1%+21.8pp | 67.9%+29.0pp |
| Annual return | -8.66% | -11.40%+2.7pp | 27.45%-36.1pp | -7.84%-0.8pp |
| Employer contribution / active EE | $721 | $2,746-73.7% | $3,635-80.2% | $2,596-72.2% |
| Participant deferral / active EE | $1,962 | $3,565-45.0% | $4,728-58.5% | $4,027-51.3% |
| Admin fee / account holder | $10 | $5,232-99.8% | $6,410-99.8% | $5,403-99.8% |