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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $48,072 |
CECILCO9+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $20,593 |
NATIONWIDE9+ years Filed as: NATIOWNIDE Service code 15 | Recordkeeping | $19,781 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,924 | $26,114-65.8% | $58,482-84.7% | $74,419-88.0% |
| Participation rate | 89.6% | 32.1%+57.4pp | 50.9%+38.7pp | 70.7%+18.8pp |
| Annual return | 14.60% | 32.51%-17.9pp | 4239.32%-4224.7pp | 34.38%-19.8pp |
| Employer contribution / active EE | $466 | $536-12.9% | $1,053-55.7% | $2,637-82.3% |
| Participant deferral / active EE | $367 | $1,075-65.9% | $1,924-80.9% | $4,528-91.9% |
| Admin fee / account holder | $59 | $649-90.9% | $2,516-97.7% | $348-83.0% |