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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $62,134 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $189,019 | $104,475+80.9% | $159,436+18.6% | $79,386+138.1% |
| Participation rate | 84.4% | 76.6%+7.8pp | 82.8%+1.6pp | 70.7%+13.7pp |
| Annual return | 14.54% | 67.95%-53.4pp | 263.57%-249.0pp | 116.85%-102.3pp |
| Employer contribution / active EE | $1,617 | $3,417-52.7% | $4,829-66.5% | $2,427-33.4% |
| Participant deferral / active EE | $7,432 | $6,467+14.9% | $7,352+1.1% | $4,046+83.7% |
| Admin fee / account holder | $538 | $711-24.4% | $10,799-95.0% | $626-14.2% |