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 |
|---|---|---|
NATIONWIDE5+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $8,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $78,576 | $55,706+41.1% | $75,886+3.5% | $72,985+7.7% |
| Participation rate | 27.6% | 61.1%-33.6pp | 69.3%-41.7pp | 69.5%-41.9pp |
| Annual return | 17.66% | 27.59%-9.9pp | 30.76%-13.1pp | 81.00%-63.3pp |
| Employer contribution / active EE | $107 | $1,687-93.7% | $2,500-95.7% | $2,440-95.6% |
| Participant deferral / active EE | $1,049 | $2,634-60.2% | $3,603-70.9% | $3,607-70.9% |
| Admin fee / account holder | $274 | $3,978-93.1% | $5,418-94.9% | $5,124-94.6% |