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 Filed as: NATOINWIDE LIFE INSURANCE COMPANY Service code 13 | Contract Administrator | $1,098 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,947 | $55,002-72.8% | $59,878-75.0% | $56,287-73.4% |
| Participation rate | 29.2% | 75.9%-46.7pp | 74.7%-45.5pp | 69.9%-40.7pp |
| Annual return | 6.78% | 1.13%+5.6pp | 3.46%+3.3pp | -9.96%+16.7pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $204 | $3,121-93.5% | $3,402-94.0% | $3,350-93.9% |
| Admin fee / account holder | $4 | $236-98.5% | $3,590-99.9% | $521-99.3% |