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 Filed as: NATIONWIDE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $85,497 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 | Advisory (Participants) | $8,804 |
CAMBRIDGE INVESTMENT RESEARCH7+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,123 | $104,475+42.7% | $159,436-6.5% | $79,386+87.8% |
| Participation rate | 91.3% | 76.6%+14.7pp | 82.8%+8.5pp | 70.7%+20.6pp |
| Annual return | 15.70% | 67.95%-52.2pp | 263.57%-247.9pp | 116.85%-101.1pp |
| Employer contribution / active EE | $5,742 | $3,417+68.0% | $4,829+18.9% | $2,427+136.5% |
| Participant deferral / active EE | $9,051 | $6,467+40.0% | $7,352+23.1% | $4,046+123.7% |
| Admin fee / account holder | $58 | $711-91.8% | $10,799-99.5% | $626-90.7% |