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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $14,690 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,174 | $37,393-22.0% | $77,024-62.1% | $66,914-56.4% |
| Participation rate | 28.9% | 52.9%-24.0pp | 67.9%-39.0pp | 69.8%-40.9pp |
| Annual return | -7.11% | -3.29%-3.8pp | 42.32%-49.4pp | 1.58%-8.7pp |
| Employer contribution / active EE | $797 | $1,531-47.9% | $2,812-71.7% | $2,544-68.7% |
| Participant deferral / active EE | $1,500 | $2,617-42.7% | $4,426-66.1% | $4,237-64.6% |
| Admin fee / account holder | $209 | $567-63.2% | $5,425-96.2% | $593-64.9% |