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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 Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $15,299 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,315 | $55,415-30.9% | $155,509-75.4% | $74,495-48.6% |
| Participation rate | 67.2% | 61.9%+5.3pp | 78.2%-11.0pp | 67.2%0pp |
| Annual return | 15.20% | 268.50%-253.3pp | 64.67%-49.5pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,306 | $2,267-42.4% | $4,672-72.1% | $2,623-50.2% |
| Participant deferral / active EE | $3,857 | $2,836+36.0% | $5,626-31.4% | $4,346-11.3% |
| Admin fee / account holder | $145 | $1,738-91.7% | $15,912-99.1% | $1,942-92.5% |