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 9-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 |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,544 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,754 | $76,670-71.6% | $96,683-77.5% | $71,457-69.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 18.62% | 48.29%-29.7pp | 35.69%-17.1pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,213 | $3,031-60.0% | $3,737-67.5% | $2,588-53.1% |
| Participant deferral / active EE | $3,377 | $3,771-10.5% | $4,878-30.8% | $4,289-21.3% |
| Admin fee / account holder | $265 | $2,028-87.0% | $6,730-96.1% | $1,587-83.3% |