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 |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $55,849 |
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 | $38,445 | $66,310-42.0% | $93,606-58.9% | $65,185-41.0% |
| Participation rate | 92.2% | 74.0%+18.2pp | 75.8%+16.3pp | 70.2%+22.0pp |
| Annual return | 27.60% | 42.58%-15.0pp | 32.76%-5.2pp | 29.38%-1.8pp |
| Employer contribution / active EE | $2,358 | $2,012+17.2% | $2,718-13.3% | $2,177+8.3% |
| Participant deferral / active EE | $4,351 | $3,342+30.2% | $4,069+6.9% | $3,514+23.8% |
| Admin fee / account holder | $257 | $6,897-96.3% | $7,888-96.7% | $847-69.6% |