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 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,846 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $23,797 | $47,977-50.4% | $154,107-84.6% | $56,287-57.7% |
| Participation rate | 19.8% | 66.2%-46.4pp | 83.0%-63.3pp | 69.9%-50.1pp |
| Annual return | -7.94% | 3.54%-11.5pp | 735.12%-743.1pp | -9.96%+2.0pp |
| Employer contribution / active EE | $199 | $2,169-90.8% | $5,298-96.2% | $2,111-90.5% |
| Participant deferral / active EE | $741 | $2,392-69.0% | $5,081-85.4% | $3,350-77.9% |
| Admin fee / account holder | $346 | $438-21.0% | $13,411-97.4% | $521-33.6% |