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 |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $48,839 |
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 | $33,507 | $58,083-42.3% | $80,019-58.1% | $56,287-40.5% |
| Participation rate | 89.9% | 73.6%+16.3pp | 75.8%+14.1pp | 69.9%+20.1pp |
| Annual return | -0.19% | 34.61%-34.8pp | 11.22%-11.4pp | -9.96%+9.8pp |
| Employer contribution / active EE | $2,589 | $1,932+34.0% | $2,468+4.9% | $2,111+22.7% |
| Participant deferral / active EE | $5,215 | $3,135+66.3% | $3,686+41.5% | $3,350+55.7% |
| Admin fee / account holder | $277 | $623-55.5% | $6,521-95.7% | $521-46.8% |