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 | $79,409 |
Service code 13 50 STEWART AVE · HUNTINGTON, NY 11743 | Contract Administrator | $21,433 |
Filed as: BELFINT LYONS SCHUMAN CPAS Service code 10 1011 CENTRE ROAD · WILMINGTON, DE 19805 | Accounting | $17,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 26 1 N JEFFERSON AVE · SAINT LOUIS, MO 631032205 | Advisory (Participants) | $8,509 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,691 | $54,701+67.6% | $86,188+6.4% | $71,457+28.3% |
| Participation rate | 68.2% | 60.1%+8.0pp | 69.0%-0.8pp | 67.9%+0.2pp |
| Annual return | 13.93% | 20.06%-6.1pp | 1168.45%-1154.5pp | 28.85%-14.9pp |
| Employer contribution / active EE | $823 | $1,265-34.9% | $2,380-65.4% | $2,588-68.2% |
| Participant deferral / active EE | $4,994 | $3,108+60.7% | $3,985+25.3% | $4,289+16.4% |
| Admin fee / account holder | $662 | $1,922-65.6% | $6,852-90.3% | $1,587-58.3% |