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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,264 | $95,416-63.0% | $185,823-81.0% | $85,850-58.9% |
| Participation rate | 81.8% | 68.8%+13.1pp | 81.7%+0.1pp | 69.3%+12.5pp |
| Annual return | 11.41% | 23.59%-12.2pp | 122.05%-110.6pp | 318.53%-307.1pp |
| Employer contribution / active EE | $848 | $3,314-74.4% | $5,167-83.6% | $2,565-66.9% |
| Participant deferral / active EE | $1,733 | $3,423-49.4% | $5,568-68.9% | $3,952-56.1% |
| Admin fee / account holder | $388 | $7,213-94.6% | $16,237-97.6% | $6,260-93.8% |