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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,744 |
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.
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 | $18,930 | $52,293-63.8% | $178,490-89.4% | $73,409-74.2% |
| Participation rate | 22.4% | 65.3%-43.0pp | 81.9%-59.6pp | 72.2%-49.8pp |
| Annual return | 65.91% | 34.75%+31.2pp | 151.07%-85.2pp | 59.29%+6.6pp |
| Employer contribution / active EE | $240 | $1,735-86.2% | $5,011-95.2% | $2,234-89.3% |
| Participant deferral / active EE | $804 | $2,332-65.5% | $5,202-84.5% | $3,805-78.9% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |