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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $56,976 |
WEALTHPLAN PARTNERS INC5 years Filed as: WEALTHPLAN PARTNERS, INC. Service code 27 101 S 108TH AVE, 2ND FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $43,166 |
Filed as: BENEFIT PLANS, INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $26,567 |
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 | $50,358 | $47,126+6.9% | $149,673-66.4% | $74,419-32.3% |
| Participation rate | 87.7% | 63.4%+24.3pp | 78.8%+8.9pp | 70.7%+16.9pp |
| Annual return | 18.54% | 22.75%-4.2pp | 134.42%-115.9pp | 34.38%-15.8pp |
| Employer contribution / active EE | $2,404 | $1,905+26.2% | $4,818-50.1% | $2,637-8.9% |
| Participant deferral / active EE | $4,415 | $2,728+61.9% | $5,680-22.3% | $4,528-2.5% |
| Admin fee / account holder | $338 | $343-1.4% | $13,210-97.4% | $348-2.9% |