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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,690 | $81,208-53.6% | $98,907-61.9% | $79,858-52.8% |
| Participation rate | 69.0% | 72.5%-3.5pp | 76.0%-7.1pp | 69.6%-0.7pp |
| Annual return | 11.72% | 60.99%-49.3pp | 196.43%-184.7pp | 31.71%-20.0pp |
| Employer contribution / active EE | $955 | $1,960-51.3% | $2,689-64.5% | $2,471-61.3% |
| Participant deferral / active EE | $2,204 | $3,265-32.5% | $4,244-48.1% | $3,740-41.1% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |