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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $28,656 | $95,416-70.0% | $185,823-84.6% | $85,850-66.6% |
| Participation rate | 51.8% | 68.8%-17.0pp | 81.7%-29.9pp | 69.3%-17.5pp |
| Annual return | 10.46% | 23.59%-13.1pp | 122.05%-111.6pp | 318.53%-308.1pp |
| Employer contribution / active EE | $382 | $3,314-88.5% | $5,167-92.6% | $2,565-85.1% |
| Participant deferral / active EE | $1,372 | $3,423-59.9% | $5,568-75.4% | $3,952-65.3% |
| Admin fee / account holder | $130 | $7,213-98.2% | $16,237-99.2% | $6,260-97.9% |