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 9-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 | $35,864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,525 | $55,453+3.7% | $170,442-66.2% | $62,292-7.7% |
| Participation rate | 42.9% | 66.4%-23.5pp | 83.6%-40.7pp | 69.5%-26.7pp |
| Annual return | 15.59% | 21.38%-5.8pp | 205.93%-190.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,272 | $2,164-41.2% | $5,433-76.6% | $2,042-37.7% |
| Participant deferral / active EE | $2,029 | $2,303-11.9% | $4,939-58.9% | $3,169-36.0% |
| Admin fee / account holder | $464 | $455+1.9% | $13,880-96.7% | $479-3.2% |