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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,618 |
Filed as: FIFTH THIRD SECURITIES Service code 15 5001 KINGSLEY DRIVE · CINCINNATI, OH 45227 | Recordkeeping | $0 |
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 | $32,919 | $63,924-48.5% | $108,579-69.7% | $55,167-40.3% |
| Participation rate | 86.0% | 74.3%+11.6pp | 79.6%+6.4pp | 69.0%+17.0pp |
| Annual return | 12.19% | 15.31%-3.1pp | -51.70%+63.9pp | 169.23%-157.0pp |
| Employer contribution / active EE | $3,608 | $1,879+92.0% | $3,758-4.0% | $1,963+83.9% |
| Participant deferral / active EE | $5,042 | $3,067+64.4% | $4,311+17.0% | $3,054+65.1% |
| Admin fee / account holder | $87 | $618-85.9% | $7,645-98.9% | $504-82.7% |