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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,928 | $65,322-41.9% | $70,449-46.2% | $73,488-48.4% |
| Participation rate | 42.9% | 77.0%-34.0pp | 75.1%-32.1pp | 70.7%-27.7pp |
| Annual return | 15.64% | 15.71%-0.1pp | 109.03%-93.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $836 | $2,460-66.0% | $2,737-69.5% | $2,270-63.2% |
| Participant deferral / active EE | $1,862 | $3,375-44.8% | $3,709-49.8% | $3,740-50.2% |
| Admin fee / account holder | $291 | $214+35.8% | $3,845-92.4% | $513-43.4% |