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 |
|---|---|---|
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,305 | $71,516-56.2% | $98,439-68.2% | $71,457-56.2% |
| Participation rate | 55.0% | 72.7%-17.7pp | 75.2%-20.1pp | 67.9%-12.9pp |
| Annual return | 14.07% | 32.41%-18.3pp | 21.16%-7.1pp | 28.85%-14.8pp |
| Employer contribution / active EE | $930 | $2,399-61.2% | $3,048-69.5% | $2,588-64.1% |
| Participant deferral / active EE | $2,363 | $4,109-42.5% | $4,738-50.1% | $4,289-44.9% |
| Admin fee / account holder | $198 | $1,675-88.2% | $8,948-97.8% | $1,587-87.5% |