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+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 | Contract Administrator | $35,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,070 | $72,770-77.9% | $67,652-76.2% | $55,191-70.9% |
| Participation rate | 63.7% | 78.8%-15.0pp | 75.7%-11.9pp | 69.2%-5.4pp |
| Annual return | 2.16% | -3.26%+5.4pp | 6625.04%-6622.9pp | 10.78%-8.6pp |
| Employer contribution / active EE | $547 | $1,769-69.1% | $2,266-75.9% | $1,899-71.2% |
| Participant deferral / active EE | $1,245 | $3,408-63.5% | $3,560-65.0% | $3,046-59.1% |
| Admin fee / account holder | $4 | $79-95.5% | $4,821-99.9% | $91-96.1% |