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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,031 | $70,002-38.5% | $115,037-62.6% | $52,331-17.8% |
| Participation rate | 58.8% | 72.1%-13.3pp | 81.4%-22.6pp | 68.1%-9.3pp |
| Annual return | 1.25% | 4.04%-2.8pp | 26.14%-24.9pp | 4.54%-3.3pp |
| Employer contribution / active EE | $569 | $2,715-79.0% | $4,608-87.7% | $1,882-69.8% |
| Participant deferral / active EE | $1,763 | $4,920-64.2% | $6,026-70.7% | $3,022-41.7% |
| Admin fee / account holder | $127 | $566-77.5% | $8,175-98.4% | $592-78.5% |