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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,950 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,844 | $58,879-35.7% | $178,490-78.8% | $73,488-48.5% |
| Participation rate | 20.1% | 66.2%-46.1pp | 81.9%-61.8pp | 70.7%-50.6pp |
| Annual return | 16.10% | 24.86%-8.8pp | 151.07%-135.0pp | 28.51%-12.4pp |
| Employer contribution / active EE | $260 | $2,236-88.4% | $5,011-94.8% | $2,270-88.6% |
| Participant deferral / active EE | $1,090 | $2,567-57.5% | $5,202-79.0% | $3,740-70.9% |
| Admin fee / account holder | $356 | $400-11.1% | $13,984-97.5% | $513-30.6% |