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 | $5,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,354 | $46,732-82.1% | $156,549-94.7% | $55,167-84.9% |
| Participation rate | 43.5% | 65.8%-22.3pp | 84.0%-40.5pp | 69.0%-25.5pp |
| Annual return | 16.27% | 17.72%-1.4pp | 32.23%-16.0pp | 169.23%-153.0pp |
| Employer contribution / active EE | $598 | $2,105-71.6% | $5,501-89.1% | $1,963-69.5% |
| Participant deferral / active EE | $184 | $2,204-91.7% | $4,871-96.2% | $3,054-94.0% |
| Admin fee / account holder | $4 | $418-99.0% | $13,027-100.0% | $504-99.2% |