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 |
|---|---|---|
NATIONWIDE8+ years Service code 12 1 NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Participant loan processing; Particip... | $13,503 |
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 | $23,771 | $73,867-67.8% | $143,757-83.5% | $68,494-65.3% |
| Participation rate | 37.0% | 66.7%-29.7pp | 80.3%-43.4pp | 67.9%-30.9pp |
| Annual return | -16.64% | 1.01%-17.7pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $901 | $3,384-73.4% | $5,637-84.0% | $4,027-77.6% |
| Admin fee / account holder | $46 | $5,755-99.2% | $14,673-99.7% | $5,403-99.2% |