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 |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,366 |
EQUITY SERVICES INC1 year Filed as: EQUITY SERVICES Service code 26 · EIN 03-0221141 ONE NATIONAL LIFE DRIVE · MONTPILIER, VT 05604 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,874 | $65,908+30.3% | $81,812+5.0% | $77,643+10.6% |
| Participation rate | 76.4% | 65.8%+10.7pp | 72.3%+4.1pp | 70.6%+5.9pp |
| Annual return | 20.21% | 26.64%-6.4pp | 773.79%-753.6pp | 31.24%-11.0pp |
| Employer contribution / active EE | $4,100 | $2,370+73.0% | $2,912+40.8% | $2,726+50.4% |
| Participant deferral / active EE | $5,785 | $3,505+65.0% | $4,319+34.0% | $4,647+24.5% |
| Admin fee / account holder | $53 | $526-89.9% | $7,386-99.3% | $430-87.7% |