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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,064 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,839 | $82,917+42.1% | $103,333+14.0% | $77,643+51.8% |
| Participation rate | 73.4% | 71.6%+1.8pp | 74.5%-1.1pp | 70.6%+2.8pp |
| Annual return | 13.46% | 19.13%-5.7pp | 24.88%-11.4pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,199 | $3,552-38.1% | $3,868-43.1% | $2,726-19.3% |
| Participant deferral / active EE | $6,115 | $4,108+48.8% | $5,057+20.9% | $4,647+31.6% |
| Admin fee / account holder | $129 | $638-79.8% | $8,355-98.5% | $430-70.0% |