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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $43,295 |
Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 27 18 CORPORATE WOODS BLVD · ALBANY, NY 12211 | Advisory (Plan) | $23,085 |
Filed as: IRON-CO-FID--COMPREHENSIVE Service code 31 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Named fiduciary | $7,282 |
KCOE ISOM, LLP2 years Filed as: KCOE ISOM LLP Service code 10 · EIN 48-1229278 PO BOX 1100 · SALINA, KS 674021100 | Accounting | $5,771 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,107 | $52,953-12.9% | $172,739-73.3% | $65,185-29.3% |
| Participation rate | 92.9% | 66.2%+26.7pp | 82.6%+10.2pp | 70.2%+22.7pp |
| Annual return | 18.90% | 30.12%-11.2pp | 802.84%-783.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $707 | $2,190-67.7% | $5,143-86.2% | $2,177-67.5% |
| Participant deferral / active EE | $2,588 | $2,471+4.7% | $5,198-50.2% | $3,514-26.4% |
| Admin fee / account holder | $243 | $472-48.5% | $13,954-98.3% | $847-71.3% |