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 7-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 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $11,056 | $62,928-82.4% | $172,739-93.6% | $67,579-83.6% |
| Participation rate | 21.3% | 64.5%-43.1pp | 82.6%-61.3pp | 71.3%-50.0pp |
| Annual return | 28.06% | 30.36%-2.3pp | 802.84%-774.8pp | 378.56%-350.5pp |
| Employer contribution / active EE | $196 | $1,636-88.0% | $5,143-96.2% | $2,148-90.9% |
| Participant deferral / active EE | $713 | $2,145-66.8% | $5,198-86.3% | $3,539-79.9% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |