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 |
|---|---|---|
NATIONWIDE6+ years Service code 64 · EIN 31-4156830 | Recordkeeping Fees | $26,959 |
CLARK, SCHAEFER, HACKETT & CO.6+ years Filed as: CLARK LANZEN SKALLA INVESTMENT FIRM Service code 13 · EIN 13-4109249 | Contract Administrator | $14,600 |
Filed as: LATITUDE SERVICE COMPANY Service code 14 · EIN 82-1371994 | Plan Administrator | $10,865 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,532 | $99,957-7.4% | $149,696-38.2% | $73,488+25.9% |
| Participation rate | 86.8% | 75.7%+11.1pp | 82.5%+4.4pp | 70.7%+16.2pp |
| Annual return | 15.90% | 53.87%-38.0pp | 276.60%-260.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $945 | $3,191-70.4% | $4,644-79.7% | $2,270-58.4% |
| Participant deferral / active EE | $6,110 | $6,073+0.6% | $6,842-10.7% | $3,740+63.4% |
| Admin fee / account holder | $294 | $551-46.7% | $9,309-96.8% | $513-42.8% |