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+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $67,789 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,277 | $57,096-15.4% | $94,224-48.8% | $55,191-12.5% |
| Participation rate | 58.8% | 75.7%-16.9pp | 78.8%-20.0pp | 69.2%-10.4pp |
| Annual return | -1.95% | 159.65%-161.6pp | 10.68%-12.6pp | 10.78%-12.7pp |
| Employer contribution / active EE | $1,310 | $1,708-23.3% | $3,587-63.5% | $1,899-31.0% |
| Participant deferral / active EE | $2,813 | $3,165-11.1% | $4,320-34.9% | $3,046-7.7% |
| Admin fee / account holder | $23 | $89-74.2% | $6,269-99.6% | $91-74.7% |