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 31-4156830 | Recordkeeping | $45,046 |
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 | $87,135 | $136,307-36.1% | $177,821-51.0% | $73,488+18.6% |
| Participation rate | 84.0% | 86.1%-2.1pp | 87.7%-3.7pp | 70.7%+13.4pp |
| Annual return | 21.50% | 18.68%+2.8pp | 48.32%-26.8pp | 28.51%-7.0pp |
| Employer contribution / active EE | $2,124 | $3,712-42.8% | $5,918-64.1% | $2,270-6.5% |
| Participant deferral / active EE | $3,297 | $5,829-43.4% | $7,714-57.3% | $3,740-11.8% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |