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 Filed as: PROACCOUNT - NATIONWIDE Service code 26 · EIN 73-0988442 | Advisory (Participants) | $32,837 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,335 | $78,483+91.6% | $106,201+41.6% | $74,546+101.7% |
| Participation rate | 96.1% | 72.8%+23.2pp | 75.3%+20.8pp | 67.2%+28.8pp |
| Annual return | 13.60% | 15.94%-2.3pp | 116.26%-102.7pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $2,833 | $2,522+12.4% | $3,170-10.6% | $2,624+8.0% |
| Participant deferral / active EE | $6,138 | $4,320+42.1% | $5,012+22.5% | $4,347+41.2% |
| Admin fee / account holder | $206 | $2,236-90.8% | $11,039-98.1% | $1,944-89.4% |