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 |
|---|---|---|
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,768 | $99,016-23.5% | $93,789-19.2% | $66,914+13.2% |
| Participation rate | 90.8% | 82.1%+8.7pp | 81.0%+9.9pp | 69.8%+21.0pp |
| Annual return | -9.02% | -14.59%+5.6pp | -11.33%+2.3pp | 1.58%-10.6pp |
| Employer contribution / active EE | $7,116 | $4,769+49.2% | $4,323+64.6% | $2,544+179.7% |
| Participant deferral / active EE | $3,781 | $6,689-43.5% | $6,094-38.0% | $4,237-10.8% |
| Admin fee / account holder | $0 | $477-100.0% | $7,195-100.0% | $593-100.0% |