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 8-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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,231 |
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 | $11,316 | $40,256-71.9% | $57,343-80.3% | $59,632-81.0% |
| Participation rate | 71.1% | 69.2%+1.9pp | 75.1%-4.0pp | 68.7%+2.4pp |
| Annual return | -1.54% | 27.49%-29.0pp | 24.39%-25.9pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $504 | $1,922-73.8% | $2,689-81.2% | $2,203-77.1% |
| Participant deferral / active EE | $1,551 | $2,399-35.3% | $3,162-50.9% | $3,192-51.4% |
| Admin fee / account holder | $9 | $2,818-99.7% | $3,356-99.7% | $4,297-99.8% |