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 5-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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,560 | $60,488-72.6% | $109,895-84.9% | $79,386-79.1% |
| Participation rate | 40.6% | 67.0%-26.4pp | 74.2%-33.6pp | 70.7%-30.1pp |
| Annual return | 12.77% | 189.57%-176.8pp | 29.45%-16.7pp | 116.85%-104.1pp |
| Employer contribution / active EE | $826 | $1,649-49.9% | $2,842-70.9% | $2,427-66.0% |
| Participant deferral / active EE | $1,222 | $3,220-62.1% | $4,048-69.8% | $4,046-69.8% |
| Admin fee / account holder | $199 | $605-67.1% | $6,066-96.7% | $626-68.2% |