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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,340 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 · EIN 35-2015845 9465 COUNSELOR'S ROW · INDIANAPOLIS, IN 46240 | Claims processing; Recordkeeping and ... | $7,264 |
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 | $30,895 | $56,638-45.5% | $169,368-81.8% | $74,419-58.5% |
| Participation rate | 35.2% | 67.5%-32.4pp | 77.1%-42.0pp | 70.7%-35.6pp |
| Annual return | 28.95% | 24.75%+4.2pp | 405.60%-376.6pp | 34.38%-5.4pp |
| Employer contribution / active EE | $911 | $2,027-55.1% | $4,013-77.3% | $2,637-65.5% |
| Participant deferral / active EE | $1,653 | $4,223-60.9% | $6,221-73.4% | $4,528-63.5% |
| Admin fee / account holder | $230 | $307-24.9% | $9,003-97.4% | $348-33.8% |