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 7-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 Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $122,785 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,972 | $28,956-48.3% | $71,735-79.1% | $64,808-76.9% |
| Participation rate | 70.7% | 65.2%+5.5pp | 62.3%+8.4pp | 71.5%-0.8pp |
| Annual return | -13.64% | -7.39%-6.2pp | 9.14%-22.8pp | 32.82%-46.5pp |
| Employer contribution / active EE | $1,137 | $1,159-1.9% | $1,704-33.3% | $2,506-54.6% |
| Participant deferral / active EE | $1,730 | $2,686-35.6% | $2,658-34.9% | $4,310-59.9% |
| Admin fee / account holder | $7 | $124-94.1% | $3,974-99.8% | $188-96.1% |