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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $11,512 |
GATEWAY PENSION SERVICES, LTD.1 year Service code 13 · EIN 43-1416753 | Contract Administrator | $9,925 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $635 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $39,019 | $130,194-70.0% | $169,993-77.0% | $71,457-45.4% |
| Participation rate | 95.9% | 86.1%+9.7pp | 87.0%+8.9pp | 67.9%+27.9pp |
| Annual return | 9.51% | 20.37%-10.9pp | 53.37%-43.9pp | 28.85%-19.3pp |
| Employer contribution / active EE | $3,850 | $4,381-12.1% | $6,785-43.3% | $2,588+48.8% |
| Participant deferral / active EE | $4,179 | $6,923-39.6% | $10,408-59.8% | $4,289-2.6% |
| Admin fee / account holder | $165 | $966-82.9% | $12,815-98.7% | $1,587-89.6% |