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 |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,709 |
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 | $20,051 | $43,133-53.5% | $89,391-77.6% | $73,488-72.7% |
| Participation rate | 34.9% | 55.0%-20.1pp | 68.0%-33.1pp | 70.7%-35.8pp |
| Annual return | 12.91% | 135.66%-122.8pp | 245.62%-232.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $698 | $1,438-51.4% | $2,586-73.0% | $2,270-69.2% |
| Participant deferral / active EE | $1,115 | $2,445-54.4% | $3,890-71.3% | $3,740-70.2% |
| Admin fee / account holder | $0 | $444-100.0% | $4,881-100.0% | $513-100.0% |