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 |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $11,065 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,340 | $51,045+18.2% | $70,515-14.4% | $71,457-15.6% |
| Participation rate | 89.4% | 59.4%+30.0pp | 68.3%+21.1pp | 67.9%+21.5pp |
| Annual return | 10.16% | 42.63%-32.5pp | 32.77%-22.6pp | 28.85%-18.7pp |
| Employer contribution / active EE | $2,336 | $1,790+30.5% | $2,973-21.4% | $2,588-9.7% |
| Participant deferral / active EE | $4,084 | $3,026+34.9% | $4,567-10.6% | $4,289-4.8% |
| Admin fee / account holder | $52 | $1,994-97.4% | $6,412-99.2% | $1,587-96.7% |