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 |
|---|---|---|
NATIONWIDE3 years Service code 26 · EIN 31-4177100 NOE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $54,258 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FIDUCIARY Service code 27 · EIN 99-9552241 5440 WEST 110TH STREET · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $15,052 |
NATIONWIDE8 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $8,218 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE ADVISORS, LLC Service code 26 · EIN 13-4071393 1290 AVENUE OF THE STARS · NEW YORK, NY 10104 | Advisory (Participants) | $4,455 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE NETWORK,LLC - JANIE SMITH Service code 27 2550 INTERSTATE DRIVE, SUITE 250 · HARRISBURG, PA 17110 | Advisory (Plan) | $0 |
THE RYDING COMPANY8 years Service code 17 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 913612797 | Pension Consulting | $0 |
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 | $101,841 | $102,204-0.4% | $145,661-30.1% | $85,563+19.0% |
| Participation rate | 58.8% | 70.6%-11.7pp | 77.2%-18.4pp | 66.0%-7.1pp |
| Annual return | 15.52% | 16.68%-1.2pp | 101.46%-85.9pp | 31.51%-16.0pp |
| Employer contribution / active EE | $3,724 | $3,600+3.4% | $4,238-12.1% | $2,654+40.3% |
| Participant deferral / active EE | $6,048 | $5,729+5.6% | $7,198-16.0% | $4,375+38.2% |
| Admin fee / account holder | $112 | $647-82.7% | $12,466-99.1% | $834-86.6% |