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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $280,551 |
Service code 13 3700 CRESTWOOD PARKWAY, SUITE 550 · DULUTH, GA 30096 | Contract Administrator | $201,198 |
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 28 17605 WRIGHT ST · OMAHA, NE 68130 | Investment Management | $116,848 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,217 | $241,101-57.6% | $103,333-1.1% | $199,593-48.8% |
| Participation rate | 95.3% | 78.3%+17.0pp | 74.5%+20.8pp | 72.0%+23.3pp |
| Annual return | 13.19% | 17.80%-4.6pp | 24.88%-11.7pp | 34.25%-21.1pp |
| Employer contribution / active EE | $4,405 | $4,244+3.8% | $3,868+13.9% | $3,034+45.2% |
| Participant deferral / active EE | $11,081 | $3,958+180.0% | $5,057+119.1% | $5,087+117.8% |
| Admin fee / account holder | $148 | $288-48.5% | $8,355-98.2% | $269-44.9% |