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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Recordkeeping | $25,255 |
PEAK BROKERAGE SERVICES LLC4 years Filed as: PEAK BROKERAGE SERVICES Service code 26 PO BOX 249 · JUPITER, FL 33477 | Advisory (Participants) | $0 |
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 | $18,318 | $26,549-31.0% | $61,373-70.2% | $66,914-72.6% |
| Participation rate | 60.0% | 38.1%+21.9pp | 52.6%+7.4pp | 69.8%-9.8pp |
| Annual return | -18.10% | -16.21%-1.9pp | 338.61%-356.7pp | 1.58%-19.7pp |
| Employer contribution / active EE | $834 | $651+28.0% | $1,159-28.1% | $2,544-67.2% |
| Participant deferral / active EE | $1,997 | $1,338+49.2% | $2,125-6.0% | $4,237-52.9% |
| Admin fee / account holder | $159 | $409-61.1% | $2,130-92.5% | $593-73.2% |