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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $11,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,998 | $53,901-85.2% | $134,143-94.0% | $73,488-89.1% |
| Participation rate | 24.6% | 62.8%-38.2pp | 72.2%-47.5pp | 70.7%-46.0pp |
| Annual return | 11.89% | 15.82%-3.9pp | 36.33%-24.4pp | 28.51%-16.6pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,704-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $473 | $2,739-82.7% | $3,499-86.5% | $3,740-87.4% |
| Admin fee / account holder | $35 | $581-94.0% | $6,684-99.5% | $513-93.2% |