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 |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE FINANCIAL Service code 15 ONE NATIONWIDE BLVD · COLUMBUS, OH 43212 | Recordkeeping | $3,043 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,287 | $74,706-70.2% | $75,696-70.6% | $79,386-71.9% |
| Participation rate | 56.9% | 75.3%-18.5pp | 74.8%-18.0pp | 70.7%-13.8pp |
| Annual return | 29.17% | 18.52%+10.7pp | 104.53%-75.4pp | 116.85%-87.7pp |
| Employer contribution / active EE | $1,472 | $2,590-43.1% | $2,743-46.3% | $2,427-39.3% |
| Participant deferral / active EE | $2,674 | $3,533-24.3% | $3,821-30.0% | $4,046-33.9% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |