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 |
|---|---|---|
NATIONWIDE4 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $23,367 |
ASCENSUS LLC4 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 15 · EIN 72-1450587 | Recordkeeping | $780 |
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX INSURANCE AGENCY, LLC Service code 12 3200 OLYMPUS BLVD STE 100 · DALLAS, TX 75019 | Claims processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,244 | $56,485-46.5% | $185,823-83.7% | $86,799-65.2% |
| Participation rate | 26.7% | 65.5%-38.8pp | 81.7%-55.0pp | 72.3%-45.6pp |
| Annual return | 13.18% | 118.04%-104.9pp | 122.05%-108.9pp | 97.91%-84.7pp |
| Employer contribution / active EE | $35 | $1,843-98.1% | $5,167-99.3% | $2,405-98.5% |
| Participant deferral / active EE | $354 | $2,553-86.1% | $5,568-93.6% | $4,131-91.4% |
| Admin fee / account holder | $5 | $150-96.5% | $16,237-100.0% | $170-96.9% |