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 |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,693 |
PENTEGRA SERVICES, INC.2 years Filed as: ALLIANCE BENEFIT GROUP- PENTEGRA Service code 15 · EIN 13-3892096 5350 77 CENTER DRIVE · CHARLOTTE, NC 28217 | Recordkeeping | $2,855 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN FINANCIAL Service code 13 · EIN 35-1140070 PO BOX 2340 · FORT WAYNE, IN 46801 | Contract Administrator | $600 |
PENTEGRA SERVICES, INC.2 years Filed as: ALLIANCE BENEFIT GROUP -PENTEGRA Service code 13 · EIN 13-3892096 5350 77 CENTER DRIVE · CHARLOTTE, NC 28217 | Contract Administrator | $0 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
REGIONS BANK5+ years Service code 28 · EIN 63-0589368 PO BOX 11525 · BIRMINGHAM, AL 35211 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,932 | $53,777-29.5% | $134,143-71.7% | $79,858-52.5% |
| Participation rate | 42.1% | 58.8%-16.7pp | 72.2%-30.1pp | 69.6%-27.5pp |
| Annual return | 17.49% | 19.01%-1.5pp | 36.33%-18.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $720 | $1,321-45.5% | $3,704-80.5% | $2,471-70.8% |
| Participant deferral / active EE | $1,167 | $2,420-51.8% | $3,499-66.6% | $3,740-68.8% |
| Admin fee / account holder | $97 | $3,984-97.6% | $6,684-98.6% | $5,306-98.2% |