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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $139,569 |
BEENE GARTER LLP8+ years Filed as: BEENE GARTER Service code 15 · EIN 87-4032470 | Recordkeeping | $52,240 |
IRON-CO-FID-COMPREHENSIVE6 years Filed as: IRON-CO-FID COMPREHENSIVE Service code 28 · EIN 26-2409128 | Investment Management | $15,843 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,552 | $46,292-27.5% | $143,757-76.7% | $64,808-48.2% |
| Participation rate | 93.4% | 64.2%+29.2pp | 80.3%+13.1pp | 71.5%+21.9pp |
| Annual return | -13.77% | -10.05%-3.7pp | -0.04%-13.7pp | 32.82%-46.6pp |
| Employer contribution / active EE | $1,636 | $1,910-14.4% | $4,951-67.0% | $2,506-34.7% |
| Participant deferral / active EE | $2,972 | $2,646+12.3% | $5,637-47.3% | $4,310-31.1% |
| Admin fee / account holder | $220 | $154+43.0% | $14,673-98.5% | $188+17.1% |