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 |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,675 | $72,607-57.8% | $90,749-66.2% | $66,914-54.2% |
| Participation rate | 53.4% | 73.7%-20.3pp | 75.7%-22.3pp | 69.8%-16.4pp |
| Annual return | -15.29% | -12.28%-3.0pp | -12.16%-3.1pp | 1.58%-16.9pp |
| Employer contribution / active EE | $809 | $2,369-65.8% | $2,921-72.3% | $2,544-68.2% |
| Participant deferral / active EE | $1,894 | $3,977-52.4% | $4,564-58.5% | $4,237-55.3% |
| Admin fee / account holder | $184 | $707-74.0% | $8,445-97.8% | $593-68.9% |