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 7-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+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $6,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,877 | $44,473-59.8% | $76,523-76.6% | $55,725-67.9% |
| Participation rate | 11.9% | 51.0%-39.1pp | 68.0%-56.1pp | 70.9%-59.0pp |
| Annual return | -4.66% | -2.01%-2.7pp | -0.27%-4.4pp | 244.93%-249.6pp |
| Employer contribution / active EE | $432 | $1,101-60.8% | $2,647-83.7% | $2,078-79.2% |
| Participant deferral / active EE | $816 | $1,988-59.0% | $3,835-78.7% | $3,356-75.7% |
| Admin fee / account holder | $151 | $134+12.7% | $4,848-96.9% | $115+31.2% |