Filed May 1, 2023 (most recent of 2 filings on file)
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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $120,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,462 | $122,186+33.0% | $146,958+10.6% | $199,593-18.6% |
| Participation rate | 94.9% | 78.3%+16.7pp | 82.2%+12.8pp | 72.0%+23.0pp |
| Annual return | 15.88% | 30.56%-14.7pp | 418.34%-402.5pp | 34.25%-18.4pp |
| Employer contribution / active EE | $2,329 | $4,093-43.1% | $4,933-52.8% | $3,034-23.3% |
| Participant deferral / active EE | $12,248 | $8,502+44.1% | $8,070+51.8% | $5,087+140.8% |
| Admin fee / account holder | $91 | $179-49.2% | $12,998-99.3% | $269-66.3% |