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 | $20,535 |
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 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 | $21,438 | $32,117-33.3% | $71,086-69.8% | $64,186-66.6% |
| Participation rate | 54.5% | 42.7%+11.8pp | 54.7%-0.1pp | 69.6%-15.0pp |
| Annual return | -7.85% | -5.57%-2.3pp | 650.59%-658.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,290 | $712+81.1% | $1,088+18.6% | $2,381-45.8% |
| Participant deferral / active EE | $3,167 | $1,263+150.7% | $1,874+68.9% | $3,470-8.7% |
| Admin fee / account holder | $266 | $2,759-90.4% | $3,082-91.4% | $4,888-94.6% |