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 |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $49,984 |
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 | $67,294 | $73,638-8.6% | $95,952-29.9% | $73,488-8.4% |
| Participation rate | 76.6% | 76.2%+0.5pp | 77.1%-0.4pp | 70.7%+6.0pp |
| Annual return | 16.82% | 16.78%0pp | 91.61%-74.8pp | 28.51%-11.7pp |
| Employer contribution / active EE | $5,162 | $1,863+177.0% | $2,541+103.1% | $2,270+127.4% |
| Participant deferral / active EE | $2,276 | $3,617-37.1% | $4,167-45.4% | $3,740-39.1% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |