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 year Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,241 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,366 | $66,124-58.6% | $90,404-69.7% | $73,488-62.8% |
| Participation rate | 26.0% | 69.7%-43.7pp | 72.7%-46.7pp | 70.7%-44.7pp |
| Annual return | 16.00% | 17.65%-1.7pp | 1293.02%-1277.0pp | 28.51%-12.5pp |
| Employer contribution / active EE | $204 | $2,346-91.3% | $3,262-93.8% | $2,270-91.0% |
| Participant deferral / active EE | $1,625 | $3,039-46.5% | $3,963-59.0% | $3,740-56.5% |
| Admin fee / account holder | $51 | $396-87.1% | $5,611-99.1% | $513-90.0% |