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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,179 |
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 | $19,057 | $33,067-42.4% | $76,523-75.1% | $56,287-66.1% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | -3.81% | 2.72%-6.5pp | -0.27%-3.5pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,225 | $1,200+85.3% | $2,647-16.0% | $2,111+5.4% |
| Participant deferral / active EE | $1,320 | $2,240-41.1% | $3,835-65.6% | $3,350-60.6% |
| Admin fee / account holder | $14 | $537-97.4% | $4,848-99.7% | $521-97.3% |