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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,249 | $38,365-52.4% | $84,611-78.4% | $65,185-72.0% |
| Participation rate | 28.0% | 55.7%-27.7pp | 68.2%-40.2pp | 70.2%-42.2pp |
| Annual return | 15.76% | 32.00%-16.2pp | 258.74%-243.0pp | 29.38%-13.6pp |
| Employer contribution / active EE | $758 | $1,258-39.8% | $2,652-71.4% | $2,177-65.2% |
| Participant deferral / active EE | $1,230 | $2,278-46.0% | $3,899-68.4% | $3,514-65.0% |
| Admin fee / account holder | $0 | $451-100.0% | $4,912-100.0% | $847-100.0% |