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 |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,906 |
Filed as: FIFTH THIRD SECURITIES INC. Service code 49 5001 KINGSLEY DIVE · CINCINNATI, OH 45227 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,391 | $52,884-19.8% | $84,750-50.0% | $55,167-23.2% |
| Participation rate | 59.3% | 67.5%-8.2pp | 76.6%-17.3pp | 69.0%-9.7pp |
| Annual return | 11.35% | 18.03%-6.7pp | 22.78%-11.4pp | 169.23%-157.9pp |
| Employer contribution / active EE | $847 | $2,233-62.1% | $3,574-76.3% | $1,963-56.8% |
| Participant deferral / active EE | $3,383 | $2,644+27.9% | $3,712-8.9% | $3,054+10.8% |
| Admin fee / account holder | $10 | $581-98.3% | $5,332-99.8% | $504-98.0% |