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 4-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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $155,882 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 49 35 EAST WACKER DR 24TH FLOOR · CHICAGO, IL 60601 | Other Services | $8,042 |
Filed as: MML INVESTORS SERVICES, LLC Service code 22 1295 STATE STREET #C225 · SPRINGFIELD, MA 011118089 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,379 | $104,317-32.5% | $159,436-55.9% | $86,799-18.9% |
| Participation rate | 76.0% | 77.7%-1.7pp | 82.8%-6.9pp | 72.3%+3.7pp |
| Annual return | 19.28% | 26.32%-7.0pp | 263.57%-244.3pp | 97.91%-78.6pp |
| Employer contribution / active EE | $2,527 | $3,451-26.8% | $4,829-47.7% | $2,405+5.1% |
| Participant deferral / active EE | $7,816 | $6,837+14.3% | $7,352+6.3% | $4,131+89.2% |
| Admin fee / account holder | $24 | $172-85.9% | $10,799-99.8% | $170-85.7% |