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 9-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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,034 | $52,953+24.7% | $172,739-61.8% | $65,185+1.3% |
| Participation rate | 37.7% | 66.2%-28.4pp | 82.6%-44.9pp | 70.2%-32.5pp |
| Annual return | 20.56% | 30.12%-9.6pp | 802.84%-782.3pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,188 | $2,190-45.7% | $5,143-76.9% | $2,177-45.4% |
| Participant deferral / active EE | $1,897 | $2,471-23.2% | $5,198-63.5% | $3,514-46.0% |
| Admin fee / account holder | $529 | $472+12.1% | $13,954-96.2% | $847-37.5% |