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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $52,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $63,096 | $36,767+71.6% | $81,478-22.6% | $62,292+1.3% |
| Participation rate | 48.7% | 54.4%-5.7pp | 68.0%-19.2pp | 69.5%-20.8pp |
| Annual return | 18.40% | 173.80%-155.4pp | 38.78%-20.4pp | 28.90%-10.5pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,088 | $2,111-1.1% | $3,537-41.0% | $3,169-34.1% |
| Admin fee / account holder | $45 | $797-94.3% | $4,561-99.0% | $479-90.6% |