Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: PROACCOUNT - NATIONWIDE Service code 26 · EIN 73-0988442 | Advisory (Participants) | $32,837 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,335 | $78,562+91.4% | $105,608+42.4% | $74,429+102.0% |
| Participation rate | 96.1% | 72.8%+23.3pp | 75.3%+20.8pp | 67.2%+28.8pp |
| Annual return | 13.60% | 15.94%-2.3pp | 116.50%-102.9pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $2,833 | $2,521+12.4% | $3,167-10.5% | $2,625+7.9% |
| Participant deferral / active EE | $6,138 | $4,321+42.0% | $5,010+22.5% | $4,348+41.1% |
| Admin fee / account holder | $206 | $2,217-90.7% | $11,028-98.1% | $1,944-89.4% |