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 |
|---|---|---|
CUTTER & COMPANY, INC10+ years Filed as: CUTTER & COMPANY, INC. Service code 33 15415 CLAYTON RD · BALLWIN, MO 63011 | Securities brokerage | $0 |
DEFINITI LLC3 years Service code 15 · EIN 85-0833363 3 HOLLAND DRIVE · ERIE, PA 16507 | Recordkeeping | $0 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: HANLON INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 22-3723068 3393 BARGAINTOWN ROAD · EGG HARBOR TWP, NJ 08234 | Investment Management | $0 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
NATIONWIDE10+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,241 | $50,982-28.9% | $154,803-76.6% | $85,563-57.6% |
| Participation rate | 14.0% | 59.8%-45.8pp | 78.1%-64.1pp | 66.0%-52.0pp |
| Annual return | 11.75% | 30.35%-18.6pp | 58.88%-47.1pp | 31.51%-19.8pp |
| Employer contribution / active EE | $254 | $1,708-85.1% | $4,305-94.1% | $2,654-90.4% |
| Participant deferral / active EE | $465 | $2,474-81.2% | $5,540-91.6% | $4,375-89.4% |
| Admin fee / account holder | $54 | $846-93.6% | $14,329-99.6% | $834-93.5% |