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 13 · EIN 31-4156830 | Contract Administrator | $36,400 |
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 | $16,822 | $63,905-73.7% | $74,183-77.3% | $57,658-70.8% |
| Participation rate | 61.6% | 79.8%-18.2pp | 76.6%-15.1pp | 70.2%-8.7pp |
| Annual return | 6.12% | 60.60%-54.5pp | 17.74%-11.6pp | 5.13%+1.0pp |
| Employer contribution / active EE | $600 | $1,840-67.4% | $2,370-74.7% | $1,974-69.6% |
| Participant deferral / active EE | $1,353 | $3,448-60.7% | $3,550-61.9% | $3,061-55.8% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |