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 5-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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,387 |
Service code 17 4305 N GARFIELD STREET · MIDLAND, TX 79705 | Pension Consulting | $8,186 |
EKSTRA LLC1 year Service code 29 5727 BAKER WAY NW · GIG HARBOR, WA 98332 | Legal | $7,890 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,279 | $102,553-71.4% | $151,611-80.7% | $66,914-56.2% |
| Participation rate | 95.0% | 85.5%+9.5pp | 87.5%+7.5pp | 69.8%+25.2pp |
| Annual return | -14.96% | -10.82%-4.1pp | 3.33%-18.3pp | 1.58%-16.5pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,836 | $6,641-12.1% | $8,363-30.2% | $4,237+37.8% |
| Admin fee / account holder | $319 | $630-49.3% | $11,616-97.3% | $593-46.2% |