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+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $18,558 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES Service code 49 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Services | $14,955 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,259 | $36,916-61.4% | $156,549-90.9% | $57,658-75.3% |
| Participation rate | 32.9% | 63.4%-30.5pp | 84.0%-51.1pp | 70.2%-37.3pp |
| Annual return | -2.17% | 12.38%-14.5pp | 32.23%-34.4pp | 5.13%-7.3pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $760 | $1,926-60.5% | $4,871-84.4% | $3,061-75.2% |
| Admin fee / account holder | $92 | $82+12.0% | $13,027-99.3% | $95-2.3% |