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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $13,905 |
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 | $29,280 | $79,694-63.3% | $96,139-69.5% | $79,386-63.1% |
| Participation rate | 25.4% | 54.0%-28.6pp | 68.4%-43.0pp | 70.7%-45.3pp |
| Annual return | 16.47% | 40.84%-24.4pp | 191.94%-175.5pp | 116.85%-100.4pp |
| Employer contribution / active EE | $812 | $1,443-43.8% | $2,797-71.0% | $2,427-66.6% |
| Participant deferral / active EE | $1,579 | $2,539-37.8% | $4,349-63.7% | $4,046-61.0% |
| Admin fee / account holder | $195 | $630-69.1% | $5,537-96.5% | $626-68.9% |