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 |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIONWIDE INSURANCE COMPANY Service code 25 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Directed Trustee | $15,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,474 | $47,126-48.1% | $149,673-83.6% | $74,419-67.1% |
| Participation rate | 39.8% | 63.4%-23.6pp | 78.8%-39.0pp | 70.7%-30.9pp |
| Annual return | 16.50% | 22.75%-6.3pp | 134.42%-117.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $315 | $1,905-83.5% | $4,818-93.5% | $2,637-88.1% |
| Participant deferral / active EE | $1,048 | $2,728-61.6% | $5,680-81.6% | $4,528-76.9% |
| Admin fee / account holder | $118 | $343-65.5% | $13,210-99.1% | $348-66.0% |