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 |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $64,140 |
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 | $38,448 | $70,908-45.8% | $98,907-61.1% | $73,488-47.7% |
| Participation rate | 94.7% | 73.8%+21.0pp | 76.0%+18.7pp | 70.7%+24.1pp |
| Annual return | 12.91% | 34.17%-21.3pp | 196.43%-183.5pp | 28.51%-15.6pp |
| Employer contribution / active EE | $2,527 | $2,036+24.1% | $2,689-6.0% | $2,270+11.3% |
| Participant deferral / active EE | $4,432 | $3,500+26.6% | $4,244+4.4% | $3,740+18.5% |
| Admin fee / account holder | $255 | $535-52.4% | $6,642-96.2% | $513-50.4% |