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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,636 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,468 | $91,190-72.1% | $178,490-85.7% | $79,858-68.1% |
| Participation rate | 78.7% | 69.2%+9.5pp | 81.9%-3.3pp | 69.6%+9.0pp |
| Annual return | 13.54% | 24.19%-10.7pp | 151.07%-137.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $749 | $3,256-77.0% | $5,011-85.1% | $2,471-69.7% |
| Participant deferral / active EE | $1,359 | $3,236-58.0% | $5,202-73.9% | $3,740-63.7% |
| Admin fee / account holder | $270 | $6,751-96.0% | $13,984-98.1% | $5,306-94.9% |