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 | $25,259 |
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 | $12,831 | $43,133-70.3% | $89,391-85.6% | $73,488-82.5% |
| Participation rate | 98.7% | 55.0%+43.8pp | 68.0%+30.7pp | 70.7%+28.0pp |
| Annual return | 15.45% | 135.66%-120.2pp | 245.62%-230.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $641 | $1,438-55.4% | $2,586-75.2% | $2,270-71.8% |
| Participant deferral / active EE | $1,544 | $2,445-36.8% | $3,890-60.3% | $3,740-58.7% |
| Admin fee / account holder | $20 | $444-95.5% | $4,881-99.6% | $513-96.1% |