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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $53,497 |
SUMMIT BENEFIT & ACTUARIAL SERVICES3+ years Filed as: SUMMIT BENEFIT & ACTUARIAL SVCS Service code 11 · EIN 93-1098102 PO BOX 10108 · EUGENE, OR 97402 | Actuarial | $10,143 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 26 · EIN 41-0945505 909 LOCUST ST. · DES MOINES, IA 503092803 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,237 | $47,977-51.6% | $154,107-84.9% | $56,287-58.7% |
| Participation rate | 69.5% | 66.2%+3.3pp | 83.0%-13.6pp | 69.9%-0.4pp |
| Annual return | 12.39% | 3.54%+8.9pp | 735.12%-722.7pp | -9.96%+22.4pp |
| Employer contribution / active EE | $685 | $2,169-68.4% | $5,298-87.1% | $2,111-67.5% |
| Participant deferral / active EE | $2,205 | $2,392-7.8% | $5,081-56.6% | $3,350-34.2% |
| Admin fee / account holder | $16 | $438-96.4% | $13,411-99.9% | $521-97.0% |