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 | $75,657 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,944 | $107,378-48.8% | $108,579-49.4% | $57,658-4.7% |
| Participation rate | 58.6% | 77.1%-18.5pp | 79.6%-20.9pp | 70.2%-11.6pp |
| Annual return | 13.00% | 12.80%+0.2pp | -51.70%+64.7pp | 5.13%+7.9pp |
| Employer contribution / active EE | $1,413 | $1,782-20.7% | $3,758-62.4% | $1,974-28.4% |
| Participant deferral / active EE | $2,959 | $3,221-8.1% | $4,311-31.4% | $3,061-3.3% |
| Admin fee / account holder | $28 | $108-73.8% | $7,645-99.6% | $95-69.9% |