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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,291 |
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 | $31,025 | $50,958-39.1% | $74,550-58.4% | $64,186-51.7% |
| Participation rate | 84.8% | 61.1%+23.7pp | 69.1%+15.6pp | 69.6%+15.2pp |
| Annual return | -5.44% | -1.86%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,579 | $1,115+41.6% | $1,961-19.5% | $2,381-33.7% |
| Participant deferral / active EE | $3,956 | $2,301+71.9% | $3,108+27.3% | $3,470+14.0% |
| Admin fee / account holder | $57 | $4,223-98.6% | $5,060-98.9% | $4,888-98.8% |