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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $43,558 |
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 | $55,706 | $47,977+16.1% | $154,107-63.9% | $56,287-1.0% |
| Participation rate | 39.8% | 66.2%-26.4pp | 83.0%-43.3pp | 69.9%-30.1pp |
| Annual return | -6.67% | 3.54%-10.2pp | 735.12%-741.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,188 | $2,169-45.2% | $5,298-77.6% | $2,111-43.7% |
| Participant deferral / active EE | $1,921 | $2,392-19.7% | $5,081-62.2% | $3,350-42.6% |
| Admin fee / account holder | $517 | $438+18.0% | $13,411-96.1% | $521-0.8% |