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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $81,943 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,119 | $66,302+76.6% | $110,238+6.2% | $56,287+108.1% |
| Participation rate | 94.2% | 74.9%+19.3pp | 79.8%+14.4pp | 69.9%+24.4pp |
| Annual return | 11.61% | -1.18%+12.8pp | 314.74%-303.1pp | -9.96%+21.6pp |
| Employer contribution / active EE | $2,468 | $2,047+20.6% | $3,826-35.5% | $2,111+16.9% |
| Participant deferral / active EE | $6,805 | $3,381+101.2% | $4,672+45.6% | $3,350+103.1% |
| Admin fee / account holder | $103 | $698-85.2% | $8,547-98.8% | $521-80.2% |