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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $23,365 |
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 | $32,796 | $48,050-31.7% | $85,969-61.9% | $59,632-45.0% |
| Participation rate | 98.0% | 64.5%+33.5pp | 76.5%+21.4pp | 68.7%+29.3pp |
| Annual return | 0.64% | 0.29%+0.3pp | 9.32%-8.7pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $2,474 | $1,640+50.9% | $3,474-28.8% | $2,203+12.3% |
| Participant deferral / active EE | $3,197 | $2,249+42.1% | $3,829-16.5% | $3,192+0.2% |
| Admin fee / account holder | $0 | $3,206-100.0% | $6,053-100.0% | $4,297-100.0% |