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 year Filed as: NZATIONWIDE Service code 15 · EIN 52-1309931 | Recordkeeping | $7,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,738 | $61,272-75.9% | $149,673-90.2% | $71,457-79.4% |
| Participation rate | 45.9% | 62.5%-16.6pp | 78.8%-32.9pp | 67.9%-22.0pp |
| Annual return | 13.69% | 35.85%-22.2pp | 134.42%-120.7pp | 28.85%-15.2pp |
| Employer contribution / active EE | $858 | $2,378-63.9% | $4,818-82.2% | $2,588-66.8% |
| Participant deferral / active EE | $592 | $2,917-79.7% | $5,680-89.6% | $4,289-86.2% |
| Admin fee / account holder | $50 | $1,261-96.1% | $13,210-99.6% | $1,587-96.9% |