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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $35,999 |
DELAWARE VALLEY RETIREMENT, INC.7+ years Service code 15 · EIN 20-2055473 | Recordkeeping | $5,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,783 | $49,451+18.9% | $79,550-26.1% | $66,914-12.2% |
| Participation rate | 50.3% | 61.3%-11.0pp | 69.5%-19.2pp | 69.8%-19.5pp |
| Annual return | -17.32% | 84.25%-101.6pp | 0.16%-17.5pp | 1.58%-18.9pp |
| Employer contribution / active EE | $520 | $1,266-58.9% | $2,413-78.4% | $2,544-79.6% |
| Participant deferral / active EE | $3,276 | $3,159+3.7% | $3,985-17.8% | $4,237-22.7% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |