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 |
|---|---|---|
NATIONWIDE8+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $9,596 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,601 | $48,265+69.1% | $68,791+18.6% | $68,494+19.1% |
| Participation rate | 25.3% | 60.7%-35.4pp | 69.0%-43.8pp | 67.9%-42.6pp |
| Annual return | -11.70% | -12.71%+1.0pp | -6.38%-5.3pp | -7.84%-3.9pp |
| Employer contribution / active EE | $132 | $1,829-92.8% | $2,655-95.0% | $2,596-94.9% |
| Participant deferral / active EE | $1,199 | $2,867-58.2% | $3,941-69.6% | $4,027-70.2% |
| Admin fee / account holder | $346 | $4,355-92.1% | $4,932-93.0% | $5,403-93.6% |