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 |
|---|---|---|
NATIONWIDE3 years Service code 10 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $12,593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,521 | $58,879-58.4% | $178,490-86.3% | $73,488-66.6% |
| Participation rate | 33.9% | 66.2%-32.3pp | 81.9%-48.0pp | 70.7%-36.8pp |
| Annual return | 34.70% | 24.86%+9.8pp | 151.07%-116.4pp | 28.51%+6.2pp |
| Employer contribution / active EE | $467 | $2,236-79.1% | $5,011-90.7% | $2,270-79.4% |
| Participant deferral / active EE | $1,346 | $2,567-47.6% | $5,202-74.1% | $3,740-64.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |