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 7-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 Service code 15 · EIN 31-4156830 | Recordkeeping | $9,928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,598 | $39,948-40.9% | $89,391-73.6% | $73,409-67.9% |
| Participation rate | 15.9% | 50.4%-34.5pp | 68.0%-52.0pp | 72.2%-56.2pp |
| Annual return | 16.40% | 50.12%-33.7pp | 245.62%-229.2pp | 59.29%-42.9pp |
| Employer contribution / active EE | $380 | $1,200-68.4% | $2,586-85.3% | $2,234-83.0% |
| Participant deferral / active EE | $806 | $2,193-63.2% | $3,890-79.3% | $3,805-78.8% |
| Admin fee / account holder | $155 | $134+15.6% | $4,881-96.8% | $158-1.7% |