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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $39,745 |
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 | $41,983 | $59,186-29.1% | $76,768-45.3% | $56,287-25.4% |
| Participation rate | 78.9% | 75.2%+3.7pp | 77.0%+2.0pp | 69.9%+9.1pp |
| Annual return | -0.55% | 6.62%-7.2pp | 2.43%-3.0pp | -9.96%+9.4pp |
| Employer contribution / active EE | $2,357 | $1,759+34.0% | $2,485-5.1% | $2,111+11.7% |
| Participant deferral / active EE | $4,910 | $3,255+50.9% | $3,852+27.5% | $3,350+46.6% |
| Admin fee / account holder | $19 | $489-96.2% | $6,675-99.7% | $521-96.4% |