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+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $55,223 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,109 | $41,854+17.3% | $73,843-33.5% | $52,331-6.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | -1.45% | 2.11%-3.6pp | 2267.84%-2269.3pp | 4.54%-6.0pp |
| Employer contribution / active EE | $2,039 | $1,920+6.2% | $2,787-26.8% | $1,882+8.4% |
| Participant deferral / active EE | $2,542 | $2,498+1.8% | $3,583-29.1% | $3,022-15.9% |
| Admin fee / account holder | $312 | $493-36.7% | $4,880-93.6% | $592-47.3% |