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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $53,193 |
WEALTHPLAN PARTNERS INC3 years Filed as: WEALTHPLAN PARTNERS, INC. Service code 27 101 S 108TH AVE, 2ND FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $39,998 |
Filed as: BENEFIT PLANS, INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $20,768 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,383 | $56,485-14.3% | $185,823-74.0% | $86,799-44.3% |
| Participation rate | 85.0% | 65.5%+19.5pp | 81.7%+3.3pp | 72.3%+12.7pp |
| Annual return | 10.90% | 118.04%-107.1pp | 122.05%-111.2pp | 97.91%-87.0pp |
| Employer contribution / active EE | $2,113 | $1,843+14.7% | $5,167-59.1% | $2,405-12.1% |
| Participant deferral / active EE | $4,038 | $2,553+58.2% | $5,568-27.5% | $4,131-2.3% |
| Admin fee / account holder | $0 | $150-100.0% | $16,237-100.0% | $170-100.0% |