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+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,777 | $56,629-5.0% | $77,999-31.1% | $55,167-2.5% |
| Participation rate | 68.4% | 73.3%-4.9pp | 75.5%-7.1pp | 69.0%-0.6pp |
| Annual return | 6.29% | 2866.98%-2860.7pp | 425.96%-419.7pp | 169.23%-162.9pp |
| Employer contribution / active EE | $867 | $1,723-49.7% | $2,470-64.9% | $1,963-55.8% |
| Participant deferral / active EE | $2,467 | $2,777-11.2% | $3,497-29.4% | $3,054-19.2% |
| Admin fee / account holder | $26 | $467-94.4% | $5,480-99.5% | $504-94.8% |