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 |
|---|---|---|
NATIONWIDE2 years Service code 52 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Indirect Investment Fees | $5,958 |
Service code 27 · EIN 81-5448947 23 INVERNESS CENTER PKWY · BIRMINGHAM, AL 35242 | Advisory (Plan) | $2,792 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 14 · EIN 39-1816008 47 PARK PLACE SUITE 850 · APPLETON, WI 54914 | Plan Administrator | $2,266 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $558 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,796 | $65,061-78.8% | $143,757-90.4% | $66,914-79.4% |
| Participation rate | 46.5% | 65.2%-18.7pp | 80.3%-33.8pp | 69.8%-23.3pp |
| Annual return | -17.87% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $101 | $2,361-95.7% | $4,951-98.0% | $2,544-96.0% |
| Participant deferral / active EE | $1,074 | $2,919-63.2% | $5,637-80.9% | $4,237-74.6% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |