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 |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,987 | $52,953-73.6% | $172,739-91.9% | $65,185-78.5% |
| Participation rate | 51.4% | 66.2%-14.8pp | 82.6%-31.3pp | 70.2%-18.8pp |
| Annual return | 21.71% | 30.12%-8.4pp | 802.84%-781.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $817 | $2,190-62.7% | $5,143-84.1% | $2,177-62.5% |
| Participant deferral / active EE | $1,336 | $2,471-45.9% | $5,198-74.3% | $3,514-62.0% |
| Admin fee / account holder | $14 | $472-96.9% | $13,954-99.9% | $847-98.3% |