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 | $115,371 |
Service code 13 50 STEWART AVENUE · HUNTINGTON, NY 11743 | Contract Administrator | $29,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,093 | $49,138+71.1% | $84,015+0.1% | $65,185+29.0% |
| Participation rate | 67.6% | 60.7%+6.9pp | 69.0%-1.4pp | 70.2%-2.6pp |
| Annual return | 18.29% | 23.00%-4.7pp | 71.31%-53.0pp | 29.38%-11.1pp |
| Employer contribution / active EE | $604 | $914-33.8% | $1,983-69.5% | $2,177-72.2% |
| Participant deferral / active EE | $3,325 | $2,397+38.7% | $3,239+2.7% | $3,514-5.4% |
| Admin fee / account holder | $644 | $543+18.5% | $6,101-89.4% | $847-24.0% |