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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $85,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,113 | $37,196-27.1% | $154,107-82.4% | $55,725-51.3% |
| Participation rate | 27.2% | 64.1%-36.9pp | 83.0%-55.9pp | 70.9%-43.7pp |
| Annual return | -4.31% | 1319.68%-1324.0pp | 735.12%-739.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,252 | $2,068-39.5% | $5,081-75.4% | $3,356-62.7% |
| Admin fee / account holder | $68 | $102-33.5% | $13,411-99.5% | $115-41.4% |