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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $72,813 |
AMERICAN PORTFOLIOS FINANCIAL3+ years Service code 26 4250 VETERANS MEMORIAL HIGHWAY · HOLBROOK, NY 117410000 | Advisory (Participants) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,914 | $46,173+144.5% | $170,442-33.8% | $69,631+62.2% |
| Participation rate | 73.3% | 63.9%+9.4pp | 83.6%-10.3pp | 70.7%+2.7pp |
| Annual return | 18.83% | 21.62%-2.8pp | 205.93%-187.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $2,209 | $1,610+37.2% | $5,433-59.3% | $2,032+8.7% |
| Participant deferral / active EE | $3,295 | $2,080+58.4% | $4,939-33.3% | $3,224+2.2% |
| Admin fee / account holder | $125 | $116+7.5% | $13,880-99.1% | $110+12.9% |