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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,976 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,372 | $40,522-54.7% | $84,611-78.3% | $67,579-72.8% |
| Participation rate | 100.0% | 51.1%+48.9pp | 68.2%+31.8pp | 71.3%+28.7pp |
| Annual return | 18.90% | 32.72%-13.8pp | 258.74%-239.8pp | 378.56%-359.7pp |
| Employer contribution / active EE | $2,277 | $1,146+98.6% | $2,652-14.1% | $2,148+6.0% |
| Participant deferral / active EE | $1,302 | $2,132-38.9% | $3,899-66.6% | $3,539-63.2% |
| Admin fee / account holder | $15 | $145-89.4% | $4,912-99.7% | $142-89.2% |