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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,714 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,702 | $56,199+66.7% | $67,652+38.5% | $59,632+57.1% |
| Participation rate | 98.2% | 71.5%+26.7pp | 75.7%+22.5pp | 68.7%+29.5pp |
| Annual return | -0.12% | 18505.31%-18505.4pp | 6625.04%-6625.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $2,683 | $1,614+66.2% | $2,266+18.4% | $2,203+21.8% |
| Participant deferral / active EE | $5,828 | $2,844+105.0% | $3,560+63.7% | $3,192+82.6% |
| Admin fee / account holder | $528 | $3,958-86.7% | $4,821-89.1% | $4,297-87.7% |