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 |
|---|---|---|
NATIONWIDE7 years Service code 15 · EIN 31-1592130 | Recordkeeping | $6,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,908 | $56,060-73.4% | $76,002-80.4% | $80,874-81.6% |
| Participation rate | 67.6% | 62.0%+5.6pp | 69.1%-1.4pp | 67.6%0pp |
| Annual return | 7.19% | 20.54%-13.3pp | 360.07%-352.9pp | 35.62%-28.4pp |
| Employer contribution / active EE | $2,010 | $1,873+7.3% | $2,688-25.2% | $2,756-27.1% |
| Participant deferral / active EE | $1,348 | $3,051-55.8% | $4,257-68.3% | $4,297-68.6% |
| Admin fee / account holder | $18 | $5,237-99.6% | $6,414-99.7% | $6,935-99.7% |