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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $82,626 |
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 | $31,178 | $62,928-50.5% | $172,739-82.0% | $67,579-53.9% |
| Participation rate | 28.9% | 64.5%-35.6pp | 82.6%-53.8pp | 71.3%-42.4pp |
| Annual return | 16.41% | 30.36%-13.9pp | 802.84%-786.4pp | 378.56%-362.1pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,318 | $2,145-38.5% | $5,198-74.6% | $3,539-62.7% |
| Admin fee / account holder | $99 | $167-40.4% | $13,954-99.3% | $142-30.3% |