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 |
|---|---|---|
NORTON ROSE FULBRIGHT4 years Filed as: NORTON JAMES RETIREMENT SERVICES Service code 15 · EIN 86-1009405 PO BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $3,900 |
NATIONWIDE7 years Service code 51 · EIN 35-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $869 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 27 1 N JEFFERSON AVE, 9TH FLOOR · SAINT LOUIS, MO 631031207 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,149 | $56,317-18.1% | $71,209-35.2% | $74,304-37.9% |
| Participation rate | 73.6% | 55.1%+18.5pp | 73.8%-0.2pp | 60.3%+13.2pp |
| Annual return | 16.23% | 42.83%-26.6pp | 282.51%-266.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,441 | $2,160+13.0% | $2,721-10.3% | $2,241+8.9% |
| Participant deferral / active EE | $1,544 | $2,788-44.6% | $4,175-63.0% | $3,767-59.0% |
| Admin fee / account holder | $32 | $2,290-98.6% | $5,349-99.4% | $2,969-98.9% |