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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.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,487 | $64,909-42.2% | $82,313-54.5% | $62,292-39.8% |
| Participation rate | 69.3% | 74.9%-5.6pp | 76.9%-7.6pp | 69.5%-0.2pp |
| Annual return | 11.43% | 21.18%-9.8pp | 25.88%-14.4pp | 28.90%-17.5pp |
| Employer contribution / active EE | $943 | $1,676-43.7% | $2,428-61.2% | $2,042-53.8% |
| Participant deferral / active EE | $2,268 | $3,103-26.9% | $3,706-38.8% | $3,169-28.4% |
| Admin fee / account holder | $72 | $440-83.5% | $5,608-98.7% | $479-84.9% |