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 |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $19,458 |
SUMMIT FINANCIAL CORPORATION3 years Filed as: SUMMIT FINANCIALCORPORATION Service code 13 · EIN 04-3222046 | Contract Administrator | $13,801 |
Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $6,903 |
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 | $68,729 | $70,908-3.1% | $98,907-30.5% | $73,488-6.5% |
| Participation rate | 90.2% | 73.8%+16.4pp | 76.0%+14.2pp | 70.7%+19.5pp |
| Annual return | 14.38% | 34.17%-19.8pp | 196.43%-182.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $2,386 | $2,036+17.2% | $2,689-11.3% | $2,270+5.1% |
| Participant deferral / active EE | $3,359 | $3,500-4.0% | $4,244-20.9% | $3,740-10.2% |
| Admin fee / account holder | $335 | $535-37.5% | $6,642-95.0% | $513-34.8% |