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 year Service code 15 · EIN 31-4156830 | Recordkeeping | $38,874 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,195 | $44,873-59.5% | $79,464-77.1% | $56,287-67.7% |
| Participation rate | 64.1% | 68.7%-4.6pp | 73.3%-9.2pp | 69.9%-5.7pp |
| Annual return | 6.10% | 0.81%+5.3pp | 718.14%-712.0pp | -9.96%+16.1pp |
| Employer contribution / active EE | $1,456 | $2,140-32.0% | $2,800-48.0% | $2,111-31.0% |
| Participant deferral / active EE | $1,691 | $2,746-38.4% | $3,704-54.3% | $3,350-49.5% |
| Admin fee / account holder | $15 | $418-96.5% | $5,113-99.7% | $521-97.2% |