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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $120,386 |
BENEFIT PROFESSIONALS, INC.3+ years Service code 15 · EIN 63-0913824 | Recordkeeping | $52,468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,929 | $88,730-75.3% | $82,313-73.4% | $77,958-71.9% |
| Participation rate | 61.5% | 84.5%-23.0pp | 76.9%-15.4pp | 71.6%-10.1pp |
| Annual return | 17.79% | 20.88%-3.1pp | 25.88%-8.1pp | 20.87%-3.1pp |
| Employer contribution / active EE | $1,278 | $2,758-53.7% | $2,428-47.4% | $2,310-44.7% |
| Participant deferral / active EE | $2,368 | $4,634-48.9% | $3,706-36.1% | $3,537-33.0% |
| Admin fee / account holder | $204 | $74+175.8% | $5,608-96.4% | $97+109.6% |