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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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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 |
|---|---|---|
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,272 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,938 | $40,385-23.4% | $80,569-61.6% | $74,419-58.4% |
| Participation rate | 32.4% | 47.4%-15.1pp | 67.0%-34.6pp | 70.7%-38.4pp |
| Annual return | 13.93% | 164.85%-150.9pp | 935.43%-921.5pp | 34.38%-20.4pp |
| Employer contribution / active EE | $895 | $1,496-40.2% | $2,723-67.1% | $2,637-66.1% |
| Participant deferral / active EE | $1,516 | $2,674-43.3% | $4,447-65.9% | $4,528-66.5% |
| Admin fee / account holder | $288 | $720-60.1% | $5,377-94.7% | $348-17.3% |