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 | $10,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,176 | $66,310-37.9% | $93,606-56.0% | $65,185-36.8% |
| Participation rate | 62.3% | 74.0%-11.7pp | 75.8%-13.6pp | 70.2%-7.9pp |
| Annual return | 18.85% | 42.58%-23.7pp | 32.76%-13.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $892 | $2,012-55.7% | $2,718-67.2% | $2,177-59.0% |
| Participant deferral / active EE | $2,083 | $3,342-37.7% | $4,069-48.8% | $3,514-40.7% |
| Admin fee / account holder | $0 | $6,897-100.0% | $7,888-100.0% | $847-100.0% |