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 |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,649 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,049 | $81,248-28.6% | $155,509-62.7% | $80,856-28.2% |
| Participation rate | 61.2% | 66.2%-5.0pp | 78.2%-17.0pp | 67.6%-6.4pp |
| Annual return | 13.26% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $729 | $3,100-76.5% | $4,672-84.4% | $2,755-73.5% |
| Participant deferral / active EE | $2,161 | $3,452-37.4% | $5,626-61.6% | $4,296-49.7% |
| Admin fee / account holder | $75 | $7,997-99.1% | $15,912-99.5% | $6,918-98.9% |