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 |
|---|---|---|
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT & CO INC. Service code 27 · EIN 22-2361254 | Advisory (Plan) | $38,748 |
SECURITIES AMERICA INC7 years Filed as: SECURITIES AMERICA Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $13,088 |
EDWARD JONES10+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $4,566 |
NATIONWIDE10+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $948 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 31-0971399 | Contract Administrator | $125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,409 | $55,415-34.3% | $155,509-76.6% | $74,495-51.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.76% | 268.50%-256.7pp | 64.67%-52.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,614 | $2,267+15.3% | $4,672-44.0% | $2,623-0.3% |
| Participant deferral / active EE | $2,349 | $2,836-17.2% | $5,626-58.3% | $4,346-46.0% |
| Admin fee / account holder | $252 | $1,738-85.5% | $15,912-98.4% | $1,942-87.0% |