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.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $48,769 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 15 · EIN 20-3886993 | Recordkeeping | $31,054 |
Filed as: IRON FIDUCIARY Service code 15 · EIN 99-9552241 | Recordkeeping | $13,380 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $5,515 |
ERISA SMART1 year Service code 49 · EIN 45-5529798 | Other Services | $2,676 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,794 | $73,360+6.0% | $177,989-56.3% | $74,495+4.4% |
| Participation rate | 78.0% | 66.6%+11.4pp | 77.1%+0.9pp | 67.2%+10.8pp |
| Annual return | 12.28% | 17.49%-5.2pp | 294.48%-282.2pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,008 | $2,216-9.4% | $3,949-49.2% | $2,623-23.5% |
| Participant deferral / active EE | $6,619 | $4,513+46.7% | $6,276+5.5% | $4,346+52.3% |
| Admin fee / account holder | $168 | $1,808-90.7% | $10,363-98.4% | $1,942-91.3% |