See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $9,654 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,487 | $22,714-31.8% | $59,496-74.0% | $55,191-71.9% |
| Participation rate | 5.4% | 37.5%-32.1pp | 54.6%-49.2pp | 69.2%-63.8pp |
| Annual return | -8.07% | -44.01%+35.9pp | 182.05%-190.1pp | 10.78%-18.8pp |
| Employer contribution / active EE | $62 | $418-85.1% | $1,153-94.6% | $1,899-96.7% |
| Participant deferral / active EE | $151 | $843-82.1% | $1,829-91.8% | $3,046-95.0% |
| Admin fee / account holder | $259 | $83+210.9% | $2,232-88.4% | $91+185.4% |