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 60 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,151 | $52,953-24.2% | $172,739-76.8% | $65,185-38.4% |
| Participation rate | 40.5% | 66.2%-25.6pp | 82.6%-42.1pp | 70.2%-29.7pp |
| Annual return | 22.93% | 30.12%-7.2pp | 802.84%-779.9pp | 29.38%-6.5pp |
| Employer contribution / active EE | $864 | $2,190-60.6% | $5,143-83.2% | $2,177-60.3% |
| Participant deferral / active EE | $2,304 | $2,471-6.7% | $5,198-55.7% | $3,514-34.4% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |