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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.
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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 |
|---|---|---|
NATIONWIDE6 years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $8,938 |
PROSPERA FINANCIAL SERVICES2 years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 26 · EIN 75-1832551 | Advisory (Participants) | $8,524 |
PRICEKUBECKA PLLC5 years Service code 10 · EIN 75-2783674 | Accounting | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,419 | $81,900-27.4% | $119,609-50.3% | $68,494-13.2% |
| Participation rate | 51.6% | 71.9%-20.2pp | 79.3%-27.6pp | 67.9%-16.2pp |
| Annual return | -17.77% | -23.82%+6.0pp | -14.97%-2.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,529 | $4,148-39.0% | $5,602-54.9% | $4,027-37.2% |
| Admin fee / account holder | $291 | $6,582-95.6% | $10,323-97.2% | $5,403-94.6% |