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 5-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: NATIONWIDE LIFE INSURANCE CO. Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $1,303 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 64 · EIN 33-0785439 | Recordkeeping Fees | $740 |
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 | $1,718 | $61,156-97.2% | $185,823-99.1% | $79,386-97.8% |
| Participation rate | 94.0% | 66.6%+27.3pp | 81.7%+12.3pp | 70.7%+23.3pp |
| Annual return | 16.06% | 19.45%-3.4pp | 122.05%-106.0pp | 116.85%-100.8pp |
| Employer contribution / active EE | $971 | $2,321-58.2% | $5,167-81.2% | $2,427-60.0% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $14 | $710-98.1% | $16,237-99.9% | $626-97.8% |