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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $56,686 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,527 | $130,194-5.9% | $169,993-27.9% | $71,457+71.5% |
| Participation rate | 66.9% | 86.1%-19.2pp | 87.0%-20.1pp | 67.9%-1.0pp |
| Annual return | 16.02% | 20.37%-4.3pp | 53.37%-37.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $2,188 | $4,381-50.1% | $6,785-67.8% | $2,588-15.4% |
| Participant deferral / active EE | $3,299 | $6,923-52.4% | $10,408-68.3% | $4,289-23.1% |
| Admin fee / account holder | $603 | $966-37.5% | $12,815-95.3% | $1,587-62.0% |