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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,676 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID TRADITIONAL Service code 26 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $3,511 |
HARBOUR INVESTMENTS INC1 year Filed as: HARBOUR INVESTMENT INC Service code 26 575 D ONOFRIO DRIVE STE 300 · MADISON, WI 53719 | Advisory (Participants) | $0 |
SECURITIES AMERICA INC3 years Service code 26 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,561 | $59,263-23.1% | $96,562-52.8% | $79,386-42.6% |
| Participation rate | 67.2% | 61.9%+5.3pp | 69.8%-2.6pp | 70.7%-3.5pp |
| Annual return | 13.83% | 27.07%-13.2pp | 37.78%-24.0pp | 116.85%-103.0pp |
| Employer contribution / active EE | $583 | $1,216-52.1% | $2,356-75.3% | $2,427-76.0% |
| Participant deferral / active EE | $1,612 | $2,948-45.3% | $3,849-58.1% | $4,046-60.2% |
| Admin fee / account holder | $52 | $658-92.2% | $6,181-99.2% | $626-91.8% |