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 |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $60,680 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,845 | $81,908-67.2% | $90,749-70.4% | $64,808-58.6% |
| Participation rate | 38.1% | 80.5%-42.4pp | 75.7%-37.6pp | 71.5%-33.4pp |
| Annual return | -14.38% | -12.53%-1.8pp | -12.16%-2.2pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,120 | $3,065-63.5% | $2,921-61.7% | $2,506-55.3% |
| Participant deferral / active EE | $1,970 | $4,840-59.3% | $4,564-56.8% | $4,310-54.3% |
| Admin fee / account holder | $179 | $157+14.2% | $8,445-97.9% | $188-4.5% |