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 |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $5,033 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 64 · EIN 33-0785439 | Recordkeeping Fees | $1,790 |
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 | $5,349 | $61,272-91.3% | $149,673-96.4% | $71,457-92.5% |
| Participation rate | 96.1% | 62.5%+33.6pp | 78.8%+17.3pp | 67.9%+28.2pp |
| Annual return | 251.42% | 35.85%+215.6pp | 134.42%+117.0pp | 28.85%+222.6pp |
| Employer contribution / active EE | $832 | $2,378-65.0% | $4,818-82.7% | $2,588-67.9% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $26 | $1,261-97.9% | $13,210-99.8% | $1,587-98.3% |