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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $46,185 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET · OMAHA, NE 681302357 | Contract Administrator | $2,441 |
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 | $55,914 | $59,263-5.7% | $96,562-42.1% | $79,386-29.6% |
| Participation rate | 64.4% | 61.9%+2.5pp | 69.8%-5.4pp | 70.7%-6.3pp |
| Annual return | 12.44% | 27.07%-14.6pp | 37.78%-25.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $735 | $1,216-39.5% | $2,356-68.8% | $2,427-69.7% |
| Participant deferral / active EE | $2,117 | $2,948-28.2% | $3,849-45.0% | $4,046-47.7% |
| Admin fee / account holder | $0 | $658-100.0% | $6,181-100.0% | $626-100.0% |