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 · EIN 31-4156830 | Recordkeeping | $78,688 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $199,346 | $101,317+96.8% | $146,958+35.6% | $74,495+167.6% |
| Participation rate | 82.5% | 75.5%+7.0pp | 82.2%+0.3pp | 67.2%+15.3pp |
| Annual return | 11.97% | 8730.91%-8718.9pp | 418.34%-406.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,840 | $3,810-51.7% | $4,933-62.7% | $2,623-29.8% |
| Participant deferral / active EE | $7,929 | $7,303+8.6% | $8,070-1.7% | $4,346+82.5% |
| Admin fee / account holder | $580 | $1,739-66.6% | $12,998-95.5% | $1,942-70.1% |