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 | $20,886 |
SYNOVUS TRUST COMPANY5+ years Service code 21 1148 BROADWAY 3RD FLOOR · COLUMBUS, GA 31901 | Bank Trustee | $16,865 |
APRIO BENEFIT ADVISORS LLC2 years Service code 13 · EIN 58-2526504 5 CONCOURSE PARKWAY STE 1000 · ATLANTA, GA 30328 | Contract Administrator | $10,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,834 | $62,928-44.6% | $172,739-79.8% | $67,579-48.5% |
| Participation rate | 19.7% | 64.5%-44.8pp | 82.6%-63.0pp | 71.3%-51.6pp |
| Annual return | 19.37% | 30.36%-11.0pp | 802.84%-783.5pp | 378.56%-359.2pp |
| Employer contribution / active EE | $160 | $1,636-90.2% | $5,143-96.9% | $2,148-92.6% |
| Participant deferral / active EE | $990 | $2,145-53.8% | $5,198-81.0% | $3,539-72.0% |
| Admin fee / account holder | $318 | $167+91.0% | $13,954-97.7% | $142+123.7% |