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 · EIN 31-4156830 | Recordkeeping | $64,444 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,183 | $58,264+29.0% | $86,612-13.2% | $71,457+5.2% |
| Participation rate | 79.5% | 65.0%+14.5pp | 71.7%+7.8pp | 67.9%+11.5pp |
| Annual return | 193.33% | 21.63%+171.7pp | 591.07%-397.7pp | 28.85%+164.5pp |
| Employer contribution / active EE | $4,022 | $2,574+56.2% | $3,022+33.1% | $2,588+55.4% |
| Participant deferral / active EE | $5,531 | $3,436+61.0% | $4,438+24.6% | $4,289+29.0% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,614-100.0% | $1,587-100.0% |