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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,346 |
BEENE GARTER LLP3 years Filed as: BEENE GARTER, LLP Service code 15 56 GRANDVILLE AVE SW, STE 100 · GRAND RAPIDS, MI 49503 | Recordkeeping | $7,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,788 | $73,638-73.1% | $95,952-79.4% | $73,488-73.1% |
| Participation rate | 44.3% | 76.2%-31.9pp | 77.1%-32.8pp | 70.7%-26.4pp |
| Annual return | 22.39% | 16.78%+5.6pp | 91.61%-69.2pp | 28.51%-6.1pp |
| Employer contribution / active EE | $1,217 | $1,863-34.7% | $2,541-52.1% | $2,270-46.4% |
| Participant deferral / active EE | $2,256 | $3,617-37.6% | $4,167-45.9% | $3,740-39.7% |
| Admin fee / account holder | $261 | $482-45.9% | $6,795-96.2% | $513-49.1% |