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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $48,309 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,700 | $75,183-57.8% | $123,892-74.4% | $55,167-42.5% |
| Participation rate | 98.5% | 72.8%+25.7pp | 81.4%+17.1pp | 69.0%+29.6pp |
| Annual return | 4.86% | 19.01%-14.2pp | 47.52%-42.7pp | 169.23%-164.4pp |
| Employer contribution / active EE | $404 | $2,823-85.7% | $4,617-91.2% | $1,963-79.4% |
| Participant deferral / active EE | $3,605 | $5,084-29.1% | $5,984-39.8% | $3,054+18.0% |
| Admin fee / account holder | $232 | $663-65.0% | $8,357-97.2% | $504-53.9% |