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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $63,216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $114,118 | $56,110+103.4% | $94,993+20.1% | $70,131+62.7% |
| Participation rate | 65.6% | 65.0%+0.6pp | 73.9%-8.3pp | 69.5%-3.9pp |
| Annual return | 17.06% | 51.02%-34.0pp | 27.12%-10.1pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,239 | $1,442+55.3% | $2,603-14.0% | $2,342-4.4% |
| Participant deferral / active EE | $4,115 | $2,391+72.1% | $3,317+24.1% | $3,332+23.5% |
| Admin fee / account holder | $122 | $3,456-96.5% | $4,960-97.5% | $4,645-97.4% |