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 Filed as: NATIONWIDE LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $58,292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,864 | $85,135-64.9% | $98,907-69.8% | $73,409-59.3% |
| Participation rate | 52.6% | 81.1%-28.5pp | 76.0%-23.4pp | 72.2%-19.6pp |
| Annual return | 14.62% | 19.14%-4.5pp | 196.43%-181.8pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,399 | $2,721-48.6% | $2,689-48.0% | $2,234-37.4% |
| Participant deferral / active EE | $2,599 | $4,349-40.2% | $4,244-38.8% | $3,805-31.7% |
| Admin fee / account holder | $80 | $139-42.2% | $6,642-98.8% | $158-49.0% |