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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $14,189 |
WWK ADVISORS, LLC5 years Service code 51 · EIN 27-3022170 | Investment Mgmt Fees | $7,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,041 | $63,745-54.4% | $98,442-70.5% | $79,386-63.4% |
| Participation rate | 55.4% | 69.9%-14.4pp | 73.3%-17.9pp | 70.7%-15.3pp |
| Annual return | 12.49% | 625.80%-613.3pp | 1492.73%-1480.2pp | 116.85%-104.4pp |
| Employer contribution / active EE | $673 | $2,557-73.7% | $2,960-77.3% | $2,427-72.3% |
| Participant deferral / active EE | $1,598 | $3,303-51.6% | $4,276-62.6% | $4,046-60.5% |
| Admin fee / account holder | $0 | $516-100.0% | $5,949-100.0% | $626-100.0% |