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 PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,513 |
KCOE ISOM, LLP5 years Filed as: KCOE ISOM LLP Service code 10 · EIN 48-1229278 PO BOX 1100 · SALINA, KS 674021100 | Accounting | $0 |
PURSHE KAPLAN STERLING INV4 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 27 80 STATE ST · ALBANY, NY 12207 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,205 | $65,061-44.4% | $143,757-74.8% | $66,914-45.9% |
| Participation rate | 87.3% | 65.2%+22.1pp | 80.3%+7.0pp | 69.8%+17.5pp |
| Annual return | -15.03% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,485 | $2,361-37.1% | $4,951-70.0% | $2,544-41.6% |
| Participant deferral / active EE | $2,533 | $2,919-13.2% | $5,637-55.1% | $4,237-40.2% |
| Admin fee / account holder | $159 | $502-68.3% | $14,673-98.9% | $593-73.2% |