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 |
|---|---|---|
M HOLDING SECURITIES, INC.2 years Filed as: M HOLDING SECURITIES INC Service code 28 · EIN 91-1802259 1125 NW COUCH ST #900 · PORTLAND, OR 97209 | Investment Management | $17,800 |
NATIONWIDE11+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,458 |
NATIONWIDE2 years Filed as: NATIONWIDE RETIREMENT PLANS Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,489 | $66,098+8.2% | $101,794-29.8% | $74,304-3.8% |
| Participation rate | 81.6% | 53.8%+27.8pp | 69.2%+12.4pp | 60.3%+21.2pp |
| Annual return | 17.10% | 19.59%-2.5pp | 30.53%-13.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,166 | $1,082+7.8% | $2,289-49.0% | $2,241-48.0% |
| Participant deferral / active EE | $4,606 | $2,781+65.6% | $4,084+12.8% | $3,767+22.3% |
| Admin fee / account holder | $173 | $4,146-95.8% | $8,777-98.0% | $2,969-94.2% |