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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,613 |
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 | $36,155 | $54,541-33.7% | $78,778-54.1% | $70,131-48.4% |
| Participation rate | 78.7% | 60.8%+17.9pp | 69.2%+9.5pp | 69.5%+9.2pp |
| Annual return | 17.11% | 21.07%-4.0pp | 35.62%-18.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $649 | $1,089-40.4% | $1,986-67.3% | $2,342-72.3% |
| Participant deferral / active EE | $3,294 | $2,210+49.0% | $2,958+11.3% | $3,332-1.1% |
| Admin fee / account holder | $38 | $3,709-99.0% | $5,134-99.3% | $4,645-99.2% |