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 Filed as: NATIONWIDE LIFE INSURANCE CO Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $33,300 |
Service code 22 · EIN 22-3206629 | Insurance Broker | $2,245 |
Filed as: NATIONAL SECURITIES CORP Service code 22 1001 FOURTH AVENUE · SEATTLE, WA 98154 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,075 | $77,634-27.8% | $156,549-64.2% | $62,891-10.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.81% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $6,485 | $3,444+88.3% | $5,501+17.9% | $2,281+184.3% |
| Participant deferral / active EE | $3,425 | $3,045+12.5% | $4,871-29.7% | $3,203+6.9% |
| Admin fee / account holder | $325 | $5,561-94.2% | $13,027-97.5% | $4,296-92.4% |