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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,036 |
APRIO BENEFIT ADVISORS LLC5 years Service code 13 · EIN 58-2526504 5 CONCOURSE PARKWAY STE 1000 · ATLANTA, GA 30328 | Contract Administrator | $9,348 |
SYNOVUS TRUST COMPANY8+ years Service code 21 1148 BROADWAY 3RD FLOOR · COLUMBUS, GA 31901 | Bank Trustee | $5,427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,418 | $46,292-38.6% | $143,757-80.2% | $64,808-56.1% |
| Participation rate | 31.3% | 64.2%-32.9pp | 80.3%-49.0pp | 71.5%-40.2pp |
| Annual return | -15.21% | -10.05%-5.2pp | -0.04%-15.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $562 | $1,910-70.6% | $4,951-88.7% | $2,506-77.6% |
| Participant deferral / active EE | $1,628 | $2,646-38.5% | $5,637-71.1% | $4,310-62.2% |
| Admin fee / account holder | $186 | $154+20.8% | $14,673-98.7% | $188-1.1% |