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 LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $12,848 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,667 | $42,546-53.8% | $71,796-72.6% | $55,167-64.3% |
| Participation rate | 47.7% | 59.1%-11.4pp | 69.1%-21.4pp | 69.0%-21.2pp |
| Annual return | 222.80% | 12.36%+210.4pp | 78.04%+144.8pp | 169.23%+53.6pp |
| Employer contribution / active EE | $161 | $803-80.0% | $1,924-91.6% | $1,963-91.8% |
| Participant deferral / active EE | $1,366 | $2,064-33.8% | $2,794-51.1% | $3,054-55.3% |
| Admin fee / account holder | $121 | $650-81.3% | $4,815-97.5% | $504-75.9% |