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+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $47,709 |
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 | $67,119 | $54,320+23.6% | $67,652-0.8% | $52,331+28.3% |
| Participation rate | 87.0% | 73.6%+13.4pp | 75.7%+11.3pp | 68.1%+18.9pp |
| Annual return | -0.72% | 6.81%-7.5pp | 6625.04%-6625.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $983 | $1,544-36.3% | $2,266-56.6% | $1,882-47.7% |
| Participant deferral / active EE | $2,189 | $2,950-25.8% | $3,560-38.5% | $3,022-27.6% |
| Admin fee / account holder | $15 | $527-97.2% | $4,821-99.7% | $592-97.5% |