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 |
|---|---|---|
NATIONWIDE7+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $84,932 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,828 | $79,428-52.4% | $106,548-64.5% | $79,386-52.3% |
| Participation rate | 98.9% | 74.1%+24.8pp | 76.1%+22.8pp | 70.7%+28.2pp |
| Annual return | 14.51% | 18.27%-3.8pp | 26.80%-12.3pp | 116.85%-102.3pp |
| Employer contribution / active EE | $2,567 | $2,234+14.9% | $2,819-8.9% | $2,427+5.8% |
| Participant deferral / active EE | $4,431 | $3,823+15.9% | $4,398+0.7% | $4,046+9.5% |
| Admin fee / account holder | $285 | $523-45.5% | $7,407-96.2% | $626-54.5% |