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 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,087 |
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 | $43,935 | $58,083-24.4% | $80,019-45.1% | $56,287-21.9% |
| Participation rate | 51.3% | 73.6%-22.3pp | 75.8%-24.5pp | 69.9%-18.6pp |
| Annual return | -5.67% | 34.61%-40.3pp | 11.22%-16.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $670 | $1,932-65.3% | $2,468-72.9% | $2,111-68.3% |
| Participant deferral / active EE | $1,602 | $3,135-48.9% | $3,686-56.5% | $3,350-52.2% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |