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 8-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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,595 |
Filed as: MML INSURANCE AGENCY, LLC Service code 22 PO BOX 9500 · SPRINGFIELD, MA 01102 | Insurance Broker | $4,060 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $4,060 |
MY BENEFITS, LLC2 years Filed as: PB&H BENEFITS Service code 10 · EIN 74-1130599 401 W HWY 6 · WACO, TX 76710 | Accounting | $1,487 |
Filed as: MML INVESTOR SERVICES, LLC Service code 26 PO BOX 9500 · SPRINGFIELD, MA 01102 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,452 | $60,323-46.2% | $81,812-60.3% | $74,495-56.4% |
| Participation rate | 79.5% | 62.9%+16.6pp | 72.3%+7.1pp | 67.2%+12.3pp |
| Annual return | 12.70% | 16.90%-4.2pp | 773.79%-761.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,490 | $2,620-5.0% | $2,912-14.5% | $2,623-5.1% |
| Participant deferral / active EE | $4,551 | $3,387+34.3% | $4,319+5.4% | $4,346+4.7% |
| Admin fee / account holder | $42 | $1,486-97.1% | $7,386-99.4% | $1,942-97.8% |