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 LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $29,448 |
KORNERSTONE, INC.3 years Service code 26 · EIN 46-4657868 | Advisory (Participants) | $9,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,737 | $58,879-41.0% | $178,490-80.5% | $73,488-52.7% |
| Participation rate | 63.3% | 66.2%-2.9pp | 81.9%-18.6pp | 70.7%-7.4pp |
| Annual return | 11.84% | 24.86%-13.0pp | 151.07%-139.2pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,330 | $2,236-40.5% | $5,011-73.5% | $2,270-41.4% |
| Participant deferral / active EE | $2,814 | $2,567+9.6% | $5,202-45.9% | $3,740-24.7% |
| Admin fee / account holder | $163 | $400-59.3% | $13,984-98.8% | $513-68.2% |