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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,193 |
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 | $23,148 | $52,953-56.3% | $172,739-86.6% | $65,185-64.5% |
| Participation rate | 77.7% | 66.2%+11.5pp | 82.6%-4.9pp | 70.2%+7.5pp |
| Annual return | 22.04% | 30.12%-8.1pp | 802.84%-780.8pp | 29.38%-7.3pp |
| Employer contribution / active EE | $2,426 | $2,190+10.8% | $5,143-52.8% | $2,177+11.4% |
| Participant deferral / active EE | $1,460 | $2,471-40.9% | $5,198-71.9% | $3,514-58.4% |
| Admin fee / account holder | $47 | $472-90.1% | $13,954-99.7% | $847-94.5% |