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 | $30,005 |
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 | $61,096 | $52,681+16.0% | $75,781-19.4% | $59,632+2.5% |
| Participation rate | 44.0% | 67.2%-23.2pp | 75.8%-31.8pp | 68.7%-24.6pp |
| Annual return | -1.30% | 2.95%-4.2pp | 9.68%-11.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,025 | $2,193-53.3% | $3,323-69.1% | $2,203-53.4% |
| Participant deferral / active EE | $1,611 | $2,591-37.8% | $3,651-55.9% | $3,192-49.5% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |