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 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,923 |
See 1 actuary disclosure. $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.
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 | $0 | $44,091-100.0% | $413,253-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 40.8%-40.8pp | 4.5%-4.5pp |
| Annual return | 12.87% | 13.95%-1.1pp | 8.55%+4.3pp | 13.95%-1.1pp |
| Employer contribution / active EE | $9,650 | $16,598-41.9% | $55,494-82.6% | $16,598-41.9% |
| Participant deferral / active EE | $0 | $511-100.0% | $122-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $160,808-100.0% | $612-100.0% |