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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 9-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 |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $15,068 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC Service code 17 | Pension Consulting | $4,335 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,212 | $58,347-91.1% | $85,682-93.9% | $86,799-94.0% |
| Participation rate | 97.7% | 64.9%+32.8pp | 69.9%+27.8pp | 72.3%+25.4pp |
| Annual return | 11.54% | 18.43%-6.9pp | 21.49%-9.9pp | 97.91%-86.4pp |
| Employer contribution / active EE | $1,465 | $1,751-16.3% | $2,618-44.1% | $2,405-39.1% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,923-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $147-100.0% | $6,873-100.0% | $170-100.0% |