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 6-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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $73,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $40,141 | $36,916+8.7% | $156,549-74.4% | $57,658-30.4% |
| Participation rate | 21.7% | 63.4%-41.7pp | 84.0%-62.3pp | 70.2%-48.5pp |
| Annual return | 6.01% | 12.38%-6.4pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,051 | $1,926-45.4% | $4,871-78.4% | $3,061-65.7% |
| Admin fee / account holder | $45 | $82-45.2% | $13,027-99.7% | $95-52.2% |