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 8-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 |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE COLUMBUS PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,764 | $73,823+24.3% | $379,746-75.8% | $73,488+24.9% |
| Participation rate | 24.8% | 73.1%-48.3pp | 78.4%-53.6pp | 70.7%-45.9pp |
| Annual return | 13.83% | 29.06%-15.2pp | 34.90%-21.1pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,585 | $2,472-35.9% | $3,540-55.2% | $2,270-30.2% |
| Participant deferral / active EE | $2,182 | $4,038-46.0% | $6,024-63.8% | $3,740-41.6% |
| Admin fee / account holder | $353 | $607-41.9% | $7,927-95.6% | $513-31.3% |