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 |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,807 |
Filed as: CARY STREET PARTNERS Service code 26 · EIN 26-0070474 901 E BYRD STREET · RICHMOND, VA 23219 | Advisory (Participants) | $18,000 |
AB FUNDS5 years Filed as: AB&D CO Service code 13 · EIN 54-1703353 1523 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $8,391 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,763 | $84,487-37.5% | $125,339-57.9% | $66,914-21.1% |
| Participation rate | 87.3% | 76.4%+10.9pp | 82.4%+5.0pp | 69.8%+17.5pp |
| Annual return | -17.84% | -8.39%-9.4pp | 572.05%-589.9pp | 1.58%-19.4pp |
| Employer contribution / active EE | $3,860 | $3,553+8.6% | $4,814-19.8% | $2,544+51.7% |
| Participant deferral / active EE | $9,600 | $6,781+41.6% | $7,446+28.9% | $4,237+126.6% |
| Admin fee / account holder | $233 | $685-66.0% | $10,010-97.7% | $593-60.8% |