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 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43218 | Recordkeeping | $53 |
Annual investment return 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 | $71,237 | $54,701+30.2% | $86,188-17.3% | $71,457-0.3% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 12.45% | 20.06%-7.6pp | 1168.45%-1156.0pp | 28.85%-16.4pp |
| Employer contribution / active EE | $9,342 | $1,265+638.5% | $2,380+292.5% | $2,588+261.0% |
| Participant deferral / active EE | $4,244 | $3,108+36.5% | $3,985+6.5% | $4,289-1.1% |
| Admin fee / account holder | $148 | $1,922-92.3% | $6,852-97.8% | $1,587-90.7% |