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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,068 |
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 | $409,661-100.0% | $438,681-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 44.3%-44.3pp | 1.7%-1.7pp |
| Annual return | 21.49% | 627.08%-605.6pp | 4.26%+17.2pp | 627.08%-605.6pp |
| Employer contribution / active EE | $7,523 | $18,824-60.0% | $54,767-86.3% | $18,824-60.0% |
| Participant deferral / active EE | $0 | $418-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,187-100.0% | $1,923-100.0% |