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 FINANCIAL Service code 13 · EIN 31-4156830 PO BOX 182021 · COLUMBUS, OH 43218 | Contract Administrator | $4,653 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $181,894-100.0% | $156,549-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 5.60% | 30.74%-25.1pp | 32.23%-26.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $357 | $6,248-94.3% | $5,501-93.5% | $4,869-92.7% |
| Participant deferral / active EE | $4,742 | $5,550-14.6% | $4,871-2.7% | $5,287-10.3% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |