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 year Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $11,576 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,936 | $217,402-67.8% | $185,823-62.4% | $167,490-58.2% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 13.38% | 148.36%-135.0pp | 122.05%-108.7pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,553 | $5,873-56.5% | $5,167-50.6% | $4,837-47.2% |
| Participant deferral / active EE | $4,073 | $6,356-35.9% | $5,568-26.8% | $6,341-35.8% |
| Admin fee / account holder | $18,270 | $19,811-7.8% | $16,237+12.5% | $12,309+48.4% |