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 |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE FINANCIAL Service code 15 ONE NATIONWIDE BLVD · COLUMBUS, OH 43212 | Recordkeeping | $4,974 |
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.
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 | $21,618 | $60,989-64.6% | $60,874-64.5% | $66,914-67.7% |
| Participation rate | 51.2% | 74.5%-23.3pp | 73.1%-21.9pp | 69.8%-18.6pp |
| Annual return | -17.20% | -9.60%-7.6pp | 16.90%-34.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,420 | $2,661-46.6% | $2,701-47.4% | $2,544-44.2% |
| Participant deferral / active EE | $2,558 | $3,615-29.2% | $3,817-33.0% | $4,237-39.6% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |