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 |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $55,496 |
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 | $52,569 | $43,423+21.1% | $78,689-33.2% | $55,167-4.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 7.05% | 11.53%-4.5pp | 62.18%-55.1pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,432 | $1,997+21.8% | $2,851-14.7% | $1,963+23.9% |
| Participant deferral / active EE | $2,821 | $2,509+12.4% | $3,517-19.8% | $3,054-7.6% |
| Admin fee / account holder | $310 | $416-25.5% | $4,510-93.1% | $504-38.5% |