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 |
|---|---|---|
NATIONWIDE11+ years Service code 28 · EIN 31-4177100 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $34,640 |
GREENSPRING ADVISORS, LLC2 years Service code 28 · EIN 82-5320133 1 W PENNSYLVANIA AVE STE 500 · TOWSON, MD 21204 | Investment Management | $26,813 |
NATIONWIDE2 years Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $1,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,816 | $49,915+31.9% | $154,803-57.5% | $74,304-11.4% |
| Participation rate | 65.0% | 54.0%+11.0pp | 78.1%-13.1pp | 60.3%+4.7pp |
| Annual return | 16.44% | 34.06%-17.6pp | 58.88%-42.4pp | 29.43%-13.0pp |
| Employer contribution / active EE | $770 | $1,611-52.2% | $4,305-82.1% | $2,241-65.7% |
| Participant deferral / active EE | $2,484 | $2,255+10.2% | $5,540-55.2% | $3,767-34.1% |
| Admin fee / account holder | $199 | $2,189-90.9% | $14,329-98.6% | $2,969-93.3% |