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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,719 |
PURSHE KAPLAN STERLING INV5 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 27 80 STATE ST · ALBANY, NY 12207 | Advisory (Plan) | $21,645 |
PINION, LLC1 year Service code 10 · EIN 48-1229278 PO BOX 1100 · SALINA, KS 674021100 | Accounting | $5,411 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,025 | $47,126-8.7% | $149,673-71.3% | $74,419-42.2% |
| Participation rate | 81.3% | 63.4%+17.9pp | 78.8%+2.6pp | 70.7%+10.6pp |
| Annual return | 17.40% | 22.75%-5.3pp | 134.42%-117.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $1,618 | $1,905-15.1% | $4,818-66.4% | $2,637-38.7% |
| Participant deferral / active EE | $2,813 | $2,728+3.1% | $5,680-50.5% | $4,528-37.9% |
| Admin fee / account holder | $166 | $343-51.5% | $13,210-98.7% | $348-52.2% |