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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $59,141 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,011 | $121,341-15.1% | $189,513-45.6% | $79,386+29.8% |
| Participation rate | 83.8% | 86.1%-2.3pp | 87.8%-4.0pp | 70.7%+13.1pp |
| Annual return | 13.49% | 21.08%-7.6pp | 555.15%-541.7pp | 116.85%-103.4pp |
| Employer contribution / active EE | $2,282 | $3,915-41.7% | $6,162-63.0% | $2,427-6.0% |
| Participant deferral / active EE | $3,637 | $6,395-43.1% | $8,221-55.8% | $4,046-10.1% |
| Admin fee / account holder | $481 | $651-26.2% | $12,045-96.0% | $626-23.2% |