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 |
|---|---|---|
NATIONWIDE5 years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $51,820 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INS SVCS INC Service code 28 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,503 | $50,956-51.9% | $96,562-74.6% | $86,799-71.8% |
| Participation rate | 63.8% | 65.2%-1.5pp | 69.8%-6.0pp | 72.3%-8.5pp |
| Annual return | 16.54% | 21.27%-4.7pp | 37.78%-21.2pp | 97.91%-81.4pp |
| Employer contribution / active EE | $791 | $1,111-28.8% | $2,356-66.4% | $2,405-67.1% |
| Participant deferral / active EE | $2,143 | $2,954-27.5% | $3,849-44.3% | $4,131-48.1% |
| Admin fee / account holder | $193 | $166+16.0% | $6,181-96.9% | $170+13.6% |