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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,613 | $61,272-15.8% | $149,673-65.5% | $71,457-27.8% |
| Participation rate | 66.7% | 62.5%+4.2pp | 78.8%-12.1pp | 67.9%-1.3pp |
| Annual return | 16.95% | 35.85%-18.9pp | 134.42%-117.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $2,098 | $2,378-11.8% | $4,818-56.4% | $2,588-18.9% |
| Participant deferral / active EE | $1,930 | $2,917-33.9% | $5,680-66.0% | $4,289-55.0% |
| Admin fee / account holder | $267 | $1,261-78.9% | $13,210-98.0% | $1,587-83.2% |