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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $428,691 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-3415651 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Insurance Broker | $112,744 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA INSURANCE AGENCY Service code 15 | Recordkeeping | $104,179 |
PENTEGRA SERVICES, INC.10+ years Filed as: APS- PENTEGRA Service code 15 · EIN 13-3892096 5350 SEVENTY SEVEN CENTER DR. SUITE · CHARLOTTE, NC 28217 | Recordkeeping | $63,168 |
PROACCOUNT1 year Service code 22 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Insurance Broker | $8,152 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,051 | $53,136-52.9% | $155,509-83.9% | $199,593-87.4% |
| Participation rate | 71.1% | 64.1%+7.0pp | 78.2%-7.1pp | 72.0%-0.9pp |
| Annual return | 14.38% | 41.15%-26.8pp | 64.67%-50.3pp | 34.25%-19.9pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $2,819 | $3,161-10.8% | $5,626-49.9% | $5,087-44.6% |
| Admin fee / account holder | $0 | $185-100.0% | $15,912-100.0% | $269-100.0% |