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 |
|---|---|---|
NATIONWIDE8+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $58,481 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,209 |
NATIONWIDE1 year Filed as: NATIONWIDE SECURITIES CORP. Service code 27 1001 FOURTH AVENUE · SEATTLE, WA 98154 | Advisory (Plan) | $0 |
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.
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 | $12,213 | $46,292-73.6% | $143,757-91.5% | $64,808-81.2% |
| Participation rate | 46.2% | 64.2%-18.0pp | 80.3%-34.1pp | 71.5%-25.3pp |
| Annual return | -20.26% | -10.05%-10.2pp | -0.04%-20.2pp | 32.82%-53.1pp |
| Employer contribution / active EE | $708 | $1,910-62.9% | $4,951-85.7% | $2,506-71.7% |
| Participant deferral / active EE | $1,705 | $2,646-35.6% | $5,637-69.8% | $4,310-60.4% |
| Admin fee / account holder | $146 | $154-4.7% | $14,673-99.0% | $188-22.0% |