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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,770 | $65,322-85.0% | $70,449-86.1% | $73,488-86.7% |
| Participation rate | 45.1% | 77.0%-31.8pp | 75.1%-29.9pp | 70.7%-25.5pp |
| Annual return | 19.99% | 15.71%+4.3pp | 109.03%-89.0pp | 28.51%-8.5pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,535 | $3,375-54.5% | $3,709-58.6% | $3,740-58.9% |
| Admin fee / account holder | $2 | $214-99.0% | $3,845-99.9% | $513-99.6% |