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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,221 |
GEM-YOUNG WEALTH ADVISORS8+ years Service code 27 · EIN 46-5439400 | Advisory (Plan) | $12,344 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,111 | $71,516+19.0% | $98,439-13.5% | $71,457+19.1% |
| Participation rate | 73.6% | 72.7%+0.9pp | 75.2%-1.5pp | 67.9%+5.7pp |
| Annual return | 9.69% | 32.41%-22.7pp | 21.16%-11.5pp | 28.85%-19.2pp |
| Employer contribution / active EE | $1,513 | $2,399-36.9% | $3,048-50.4% | $2,588-41.5% |
| Participant deferral / active EE | $2,734 | $4,109-33.4% | $4,738-42.3% | $4,289-36.2% |
| Admin fee / account holder | $399 | $1,675-76.2% | $8,948-95.5% | $1,587-74.9% |