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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.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $73,670 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC Service code 15 · EIN 43-1270780 | Recordkeeping | $22,097 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,716 | $84,784-63.8% | $98,439-68.8% | $74,419-58.7% |
| Participation rate | 53.4% | 81.5%-28.1pp | 75.2%-21.7pp | 70.7%-17.3pp |
| Annual return | 18.91% | 20.59%-1.7pp | 21.16%-2.2pp | 34.38%-15.5pp |
| Employer contribution / active EE | $1,063 | $3,364-68.4% | $3,048-65.1% | $2,637-59.7% |
| Participant deferral / active EE | $1,895 | $5,218-63.7% | $4,738-60.0% | $4,528-58.1% |
| Admin fee / account holder | $255 | $204+24.9% | $8,948-97.1% | $348-26.6% |