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 28 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLMBUS, OH 432152226 | Investment Management | $18,686 |
Service code 28 · EIN 47-1411118 4340 REDWOOD HIGHWAY STE B60 · SAN RAFAEL, CA 94903 | Investment Management | $16,581 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $44 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,503 | $53,053-1.0% | $126,539-58.5% | $74,304-29.3% |
| Participation rate | 70.8% | 48.0%+22.8pp | 69.8%+1.0pp | 60.3%+10.4pp |
| Annual return | 17.22% | 29.46%-12.2pp | 425.95%-408.7pp | 29.43%-12.2pp |
| Employer contribution / active EE | $2,129 | $1,168+82.4% | $3,674-42.0% | $2,241-5.0% |
| Participant deferral / active EE | $4,225 | $2,303+83.5% | $4,083+3.5% | $3,767+12.2% |
| Admin fee / account holder | $135 | $3,698-96.3% | $6,065-97.8% | $2,969-95.4% |