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 9-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 |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,682 |
EDWARD JONES4 years Filed as: EDWARD D A SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $8,418 |
OPOC.US3 years Service code 14 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Plan Administrator | $2,750 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,488 | $71,883-49.2% | $86,677-57.9% | $68,494-46.7% |
| Participation rate | 51.2% | 72.2%-21.0pp | 76.6%-25.3pp | 67.9%-16.6pp |
| Annual return | -15.56% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,832 | $2,173-15.7% | $2,836-35.4% | $2,596-29.4% |
| Participant deferral / active EE | $4,620 | $3,779+22.3% | $4,656-0.8% | $4,027+14.7% |
| Admin fee / account holder | $380 | $6,112-93.8% | $7,493-94.9% | $5,403-93.0% |