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 Service code 15 · EIN 31-4156830 | Recordkeeping | $26,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,825 | $51,197-12.4% | $82,719-45.8% | $66,914-33.0% |
| Participation rate | 69.4% | 67.8%+1.5pp | 72.6%-3.2pp | 69.8%-0.4pp |
| Annual return | -8.00% | -9.64%+1.6pp | 701.18%-709.2pp | 1.58%-9.6pp |
| Employer contribution / active EE | $3,362 | $2,611+28.8% | $3,009+11.7% | $2,544+32.2% |
| Participant deferral / active EE | $4,430 | $3,458+28.1% | $4,395+0.8% | $4,237+4.6% |
| Admin fee / account holder | $0 | $416-100.0% | $5,329-100.0% | $593-100.0% |