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 9-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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,121 |
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 | $27,389 | $57,354-52.2% | $83,848-67.3% | $64,186-57.3% |
| Participation rate | 62.8% | 68.6%-5.8pp | 76.1%-13.4pp | 69.6%-6.8pp |
| Annual return | 4.71% | 11.38%-6.7pp | 850.88%-846.2pp | 7.63%-2.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,878 | $2,993-37.3% | $4,082-54.0% | $3,470-45.9% |
| Admin fee / account holder | $11 | $4,046-99.7% | $5,478-99.8% | $4,888-99.8% |