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 |
|---|---|---|
NATIONWIDE7 years Service code 15 ONE NATIONAL PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,806 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $431,983-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 66.7%-66.7pp | 2.4%-2.4pp |
| Annual return | 11.67% | 22.81%-11.1pp | 9.65%+2.0pp | 22.81%-11.1pp |
| Employer contribution / active EE | $9,216 | $18,290-49.6% | $50,004-81.6% | $18,290-49.6% |
| Participant deferral / active EE | $0 | $603-100.0% | $62-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $35,292-100.0% | $85,222-100.0% |