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 |
|---|---|---|
PROACCOUNT1 year Service code 26 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $16,810 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,678 | $55,415+23.9% | $155,509-55.8% | $74,495-7.8% |
| Participation rate | 68.9% | 61.9%+7.0pp | 78.2%-9.3pp | 67.2%+1.7pp |
| Annual return | 23.43% | 268.50%-245.1pp | 64.67%-41.2pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $292 | $2,267-87.1% | $4,672-93.8% | $2,623-88.9% |
| Participant deferral / active EE | $4,590 | $2,836+61.8% | $5,626-18.4% | $4,346+5.6% |
| Admin fee / account holder | $440 | $1,738-74.7% | $15,912-97.2% | $1,942-77.3% |