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 |
|---|---|---|
NATIONWIDE9 years Service code 28 · EIN 31-4156830 | Investment Management | $171,701 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,736 | $92,055+31.2% | $106,213+13.7% | $77,643+55.5% |
| Participation rate | 71.0% | 81.0%-10.0pp | 75.3%-4.2pp | 70.6%+0.5pp |
| Annual return | 14.78% | 17.91%-3.1pp | 116.14%-101.4pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,133 | $3,367-36.6% | $3,171-32.7% | $2,726-21.7% |
| Participant deferral / active EE | $4,648 | $5,386-13.7% | $5,016-7.3% | $4,6470% |
| Admin fee / account holder | $177 | $219-19.4% | $11,033-98.4% | $430-59.0% |