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 Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,952 |
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 | $34,554 | $48,230-28.4% | $67,502-48.8% | $80,856-57.3% |
| Participation rate | 68.1% | 66.4%+1.7pp | 72.9%-4.8pp | 67.6%+0.4pp |
| Annual return | 12.99% | 18.28%-5.3pp | 3512.12%-3499.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $350 | $2,020-82.6% | $2,731-87.2% | $2,755-87.3% |
| Participant deferral / active EE | $1,730 | $2,924-40.8% | $4,000-56.7% | $4,296-59.7% |
| Admin fee / account holder | $28 | $3,681-99.2% | $3,998-99.3% | $6,918-99.6% |