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 |
|---|---|---|
NATIONWIDE1 year Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $67,369 |
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 | $111,895 | $71,192+57.2% | $117,854-5.1% | $62,292+79.6% |
| Participation rate | 92.8% | 74.2%+18.6pp | 79.7%+13.1pp | 69.5%+23.3pp |
| Annual return | 15.81% | 18.66%-2.8pp | 335.08%-319.3pp | 28.90%-13.1pp |
| Employer contribution / active EE | $2,487 | $1,934+28.6% | $3,786-34.3% | $2,042+21.8% |
| Participant deferral / active EE | $6,407 | $3,189+100.9% | $4,482+43.0% | $3,169+102.2% |
| Admin fee / account holder | $83 | $587-85.8% | $8,020-99.0% | $479-82.6% |