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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,379 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,312 | $63,924-93.3% | $108,579-96.0% | $55,167-92.2% |
| Participation rate | 44.9% | 74.3%-29.4pp | 79.6%-34.6pp | 69.0%-24.1pp |
| Annual return | 7.17% | 15.31%-8.1pp | -51.70%+58.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $849 | $3,067-72.3% | $4,311-80.3% | $3,054-72.2% |
| Admin fee / account holder | $24 | $618-96.1% | $7,645-99.7% | $504-95.3% |