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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $14,345 | $33,067-56.6% | $76,523-81.3% | $56,287-74.5% |
| Participation rate | 44.5% | 55.4%-10.9pp | 68.0%-23.5pp | 69.9%-25.3pp |
| Annual return | -4.98% | 2.72%-7.7pp | -0.27%-4.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $953 | $1,200-20.6% | $2,647-64.0% | $2,111-54.8% |
| Participant deferral / active EE | $1,428 | $2,240-36.3% | $3,835-62.8% | $3,350-57.4% |
| Admin fee / account holder | $0 | $537-100.0% | $4,848-100.0% | $521-100.0% |