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 12 1 NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Participant communication; Participan... | $11,686 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,216 | $58,879-64.0% | $178,490-88.1% | $73,488-71.1% |
| Participation rate | 34.7% | 66.2%-31.5pp | 81.9%-47.2pp | 70.7%-36.0pp |
| Annual return | 16.32% | 24.86%-8.5pp | 151.07%-134.7pp | 28.51%-12.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $589 | $2,567-77.1% | $5,202-88.7% | $3,740-84.2% |
| Admin fee / account holder | $39 | $400-90.3% | $13,984-99.7% | $513-92.5% |