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 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $46,040 |
Filed as: CARY STREET PARTNERS Service code 26 · EIN 26-0070474 901 E BYRD ST STE 1001 · RICHMOND, VA 23219 | Advisory (Participants) | $18,000 |
AB FUNDS7 years Filed as: AB&D CO Service code 13 · EIN 54-1703353 1523 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $3,483 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,362 | $101,317-9.8% | $146,958-37.8% | $74,495+22.6% |
| Participation rate | 93.7% | 75.5%+18.2pp | 82.2%+11.6pp | 67.2%+26.5pp |
| Annual return | 41.13% | 8730.91%-8689.8pp | 418.34%-377.2pp | 1364.94%-1323.8pp |
| Employer contribution / active EE | $3,488 | $3,810-8.4% | $4,933-29.3% | $2,623+33.0% |
| Participant deferral / active EE | $8,315 | $7,303+13.9% | $8,070+3.0% | $4,346+91.3% |
| Admin fee / account holder | $88 | $1,739-95.0% | $12,998-99.3% | $1,942-95.5% |