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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,088 |
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 | $37,197-100.0% | $215,441-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 50.7%-50.7pp | 4.7%-4.7pp |
| Annual return | 7.72% | -0.69%+8.4pp | 1.09%+6.6pp | -0.69%+8.4pp |
| Employer contribution / active EE | $6,068 | $16,786-63.9% | $57,621-89.5% | $16,786-63.9% |
| Participant deferral / active EE | $0 | $525-100.0% | $181-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,762-100.0% | $124-100.0% |