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 Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $279,505 |
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 | $100,749 | $53,165+89.5% | $86,188+16.9% | $74,419+35.4% |
| Participation rate | 83.4% | 64.9%+18.6pp | 69.0%+14.4pp | 70.7%+12.7pp |
| Annual return | 15.56% | 22.64%-7.1pp | 1168.45%-1152.9pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,727 | $1,210+42.7% | $2,380-27.4% | $2,637-34.5% |
| Participant deferral / active EE | $7,387 | $3,234+128.4% | $3,985+85.4% | $4,528+63.1% |
| Admin fee / account holder | $475 | $551-13.9% | $6,852-93.1% | $348+36.4% |