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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,571 | $55,002+86.5% | $59,878+71.3% | $56,287+82.2% |
| Participation rate | 21.0% | 75.9%-54.9pp | 74.7%-53.7pp | 69.9%-48.8pp |
| Annual return | -3.56% | 1.13%-4.7pp | 3.46%-7.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,392 | $2,448-43.1% | $2,722-48.8% | $2,111-34.0% |
| Participant deferral / active EE | $2,467 | $3,121-21.0% | $3,402-27.5% | $3,350-26.4% |
| Admin fee / account holder | $11 | $236-95.3% | $3,590-99.7% | $521-97.9% |