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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,971 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $19,135 |
Annual investment return 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 | $49,293 | $63,299-22.1% | $91,001-45.8% | $62,292-20.9% |
| Participation rate | 72.2% | 73.3%-1.1pp | 75.6%-3.4pp | 69.5%+2.7pp |
| Annual return | 10.42% | 20.99%-10.6pp | 4.60%+5.8pp | 28.90%-18.5pp |
| Employer contribution / active EE | $802 | $1,807-55.6% | $2,456-67.3% | $2,042-60.7% |
| Participant deferral / active EE | $2,289 | $2,943-22.2% | $3,547-35.5% | $3,169-27.8% |
| Admin fee / account holder | $98 | $468-79.1% | $5,417-98.2% | $479-79.6% |