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 9-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 | $75,372 |
Service code 13 3700 CRESTWOOD PKWY, STE 550 · DULUTH, GA 30096 | Contract Administrator | $6,711 |
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 | $80,650 | $65,061+24.0% | $143,757-43.9% | $66,914+20.5% |
| Participation rate | 33.8% | 65.2%-31.4pp | 80.3%-46.6pp | 69.8%-36.0pp |
| Annual return | -16.56% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,186 | $2,361-49.7% | $4,951-76.0% | $2,544-53.4% |
| Participant deferral / active EE | $1,817 | $2,919-37.7% | $5,637-67.8% | $4,237-57.1% |
| Admin fee / account holder | $753 | $502+50.0% | $14,673-94.9% | $593+26.9% |