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 |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $4,200 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 64 · EIN 33-0785439 | Recordkeeping Fees | $1,720 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,691 | $61,272-95.6% | $149,673-98.2% | $71,457-96.2% |
| Participation rate | 89.0% | 62.5%+26.5pp | 78.8%+10.2pp | 67.9%+21.1pp |
| Annual return | 22.41% | 35.85%-13.4pp | 134.42%-112.0pp | 28.85%-6.4pp |
| Employer contribution / active EE | $474 | $2,378-80.1% | $4,818-90.2% | $2,588-81.7% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $31 | $1,261-97.5% | $13,210-99.8% | $1,587-98.0% |