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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $16,149 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,826 | $78,672-87.5% | $109,143-91.0% | $85,850-88.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.18% | 25.09%-10.9pp | 25.75%-11.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,556 | $2,735-43.1% | $3,722-58.2% | $2,565-39.3% |
| Participant deferral / active EE | $1,647 | $3,467-52.5% | $4,653-64.6% | $3,952-58.3% |
| Admin fee / account holder | $31 | $5,469-99.4% | $6,752-99.5% | $6,260-99.5% |