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 9-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 15 ONE NATIONWIDE PLAZ · COLUMBUS, OH 43215 | Recordkeeping | $12,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,035 | $58,879-71.1% | $178,490-90.5% | $73,488-76.8% |
| Participation rate | 38.8% | 66.2%-27.4pp | 81.9%-43.1pp | 70.7%-31.9pp |
| Annual return | 23.80% | 24.86%-1.1pp | 151.07%-127.3pp | 28.51%-4.7pp |
| Employer contribution / active EE | $1,045 | $2,236-53.3% | $5,011-79.2% | $2,270-54.0% |
| Participant deferral / active EE | $1,415 | $2,567-44.9% | $5,202-72.8% | $3,740-62.2% |
| Admin fee / account holder | $300 | $400-25.1% | $13,984-97.9% | $513-41.6% |