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 |
|---|---|---|
NATIONWIDE9+ years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities); In... | $32,260 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,441 | $54,701+21.5% | $86,188-22.9% | $71,457-7.0% |
| Participation rate | 96.2% | 60.1%+36.1pp | 69.0%+27.3pp | 67.9%+28.3pp |
| Annual return | 15.06% | 20.06%-5.0pp | 1168.45%-1153.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $1,204 | $1,265-4.8% | $2,380-49.4% | $2,588-53.5% |
| Participant deferral / active EE | $4,429 | $3,108+42.5% | $3,985+11.1% | $4,289+3.3% |
| Admin fee / account holder | $301 | $1,922-84.3% | $6,852-95.6% | $1,587-81.0% |