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 |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $58,265 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,938 | $57,281+62.2% | $86,612+7.3% | $75,163+23.6% |
| Participation rate | 85.5% | 63.2%+22.3pp | 71.7%+13.8pp | 67.2%+18.3pp |
| Annual return | 18.94% | 2670.75%-2651.8pp | 591.07%-572.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $16,895 | $2,314+630.0% | $3,022+459.0% | $2,670+532.8% |
| Participant deferral / active EE | $8,681 | $3,318+161.6% | $4,438+95.6% | $4,125+110.4% |
| Admin fee / account holder | $267 | $4,112-93.5% | $5,614-95.2% | $5,651-95.3% |