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 |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $85,004 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,541 | $72,607-52.4% | $90,749-61.9% | $66,914-48.4% |
| Participation rate | 93.1% | 73.7%+19.4pp | 75.7%+17.4pp | 69.8%+23.3pp |
| Annual return | -17.56% | -12.28%-5.3pp | -12.16%-5.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,234 | $2,369-5.7% | $2,921-23.5% | $2,544-12.2% |
| Participant deferral / active EE | $3,925 | $3,977-1.3% | $4,564-14.0% | $4,237-7.4% |
| Admin fee / account holder | $320 | $707-54.8% | $8,445-96.2% | $593-46.1% |